Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
65.9K+ 58.91% |
$1.39M - $1.75M
|
178K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.6K+ 37.63% |
$372K - $469K
|
64.3K
$1.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.2K+ 31.23% |
$363K - $458K
|
72.2K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$260K - $328K
|
12.3K
$350K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
8.03KNew |
$170K - $214K
|
8.03K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.74K+ 8.11% |
$100K - $126K
|
63.1K
$1.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4.5K+ 40881.82% |
$95K - $120K
|
4.51K
$128K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.04KNew |
$85.4K - $108K
|
4.04K
$115K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
2.32KNew |
$49K - $61.8K
|
2.32K
$65.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
1.65K+ 6.73% |
$34.8K - $43.8K
|
26.1K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.46K+ 22.73% |
$30.9K - $38.9K
|
7.9K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
967+ 6.86% |
$20.4K - $25.8K
|
15.1K
$428K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
909+ 81.09% |
$19.2K - $24.2K
|
2.03K
$57.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
417+ 4.72% |
$8.81K - $11.1K
|
9.26K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
310+ 0.65% |
$6.55K - $8.26K
|
48.3K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
186New |
$3.93K - $4.96K
|
186
$5.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
170+ 566.67% |
$3.59K - $4.53K
|
200
$5.68K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
165+ 1.62% |
$3.49K - $4.4K
|
10.4K
$295K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
139+ 1.54% |
$2.94K - $3.7K
|
9.19K
$261K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
116+ 7.21% |
$2.45K - $3.09K
|
1.72K
$49K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
63+ 8.85% |
$1.33K - $1.68K
|
775
$22K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$21.1 - $26.6
|
2
$56.8
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.29K- 7.01% |
$27.2K - $34.3K
|
17.1K
$485K
|