Purchases and Sales Made in Q1 2025 in Listed Fds Tr Wahed Dow Jones (UMMA)
This table provides information about the institutional ownership of Listed Fds Tr Wahed Dow Jones (UMMA) during Q1 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR WAHED DOW JONES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26K+ 246.55% |
$615K - $671K
|
36.6K
$935K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.6KNew |
$368K - $402K
|
15.6K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.2KNew |
$241K - $263K
|
10.2K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.84KNew |
$209K - $228K
|
8.84K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.68K+ 13.84% |
$134K - $146K
|
46.7K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.28K+ 459.39% |
$125K - $136K
|
6.43K
$164K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.27K+ 31.6% |
$124K - $136K
|
21.9K
$560K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.91K+ 7.65% |
$92.2K - $101K
|
55K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
3.01K+ 14.05% |
$71.1K - $77.6K
|
24.4K
$624K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.86K+ 25.45% |
$67.5K - $73.7K
|
14.1K
$360K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.17KNew |
$27.6K - $30.1K
|
1.17K
$29.8K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.02K+ 999.02% |
$24K - $26.2K
|
1.12K
$28.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
505New |
$11.9K - $13K
|
505
$12.9K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
181+ 34.09% |
$4.27K - $4.66K
|
712
$18.2K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
102New |
$2.41K - $2.63K
|
102
$2.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 6.49% |
$2.31K - $2.52K
|
1.61K
$41.1K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11New |
$260 - $283
|
11
$281
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$23.6 - $25.8
|
1
$25.5
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-99- 1.08% |
$2.34K - $2.55K
|
9.05K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-797- 1.35% |
$18.8K - $20.5K
|
58.4K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.2K- 2.44% |
$28.3K - $30.9K
|
48K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-53.1K- 32.19% |
$1.25M - $1.37M
|
112K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72.7K- 79.85% |
$1.72M - $1.87M
|
18.3K
$468K
|