Latest Institutional Transactions on First Tr Cboe Vest Gold Strate (IGLD)
This table provides information on the latest institutional transactions involving First Tr Cboe Vest Gold Strate (IGLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.86K- 3.57% |
$71.8K - $86.4K
|
104K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.4KNew |
$194K - $233K
|
10.4K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
381+ 3.1% |
$7.09K - $8.53K
|
12.7K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.75K+ 52.37% |
$126K - $151K
|
19.6K
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.3K- 18.52% |
$24.2K - $29.1K
|
5.72K
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.9K+ 14.22% |
$390K - $468K
|
168K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.31KNew |
$80.2K - $96.4K
|
4.31K
$84.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.01K- 2.22% |
$18.8K - $22.6K
|
44.5K
$873K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.42K+ 3.47% |
$101K - $121K
|
162K
$3.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.25K- 1.94% |
$23.3K - $28K
|
63.1K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
887+ 1.72% |
$16.5K - $19.9K
|
52.4K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-6.45K- 4.48% |
$120K - $144K
|
137K
$2.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-550- 2.14% |
$10.2K - $12.3K
|
25.1K
$493K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.22K+ 14.16% |
$59.9K - $72.1K
|
26K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.11K+ 6.02% |
$114K - $137K
|
108K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.54K- 1.97% |
$84.5K - $102K
|
226K
$4.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
139New |
$2.59K - $3.11K
|
139
$2.73K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107+ 0.23% |
$1.99K - $2.4K
|
47.6K
$934K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-8.12K- 26.57% |
$151K - $182K
|
22.4K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 0.36% |
$1.4K - $1.68K
|
21.1K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.72K+ 26.36% |
$69.2K - $83.3K
|
17.8K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
48KNew |
$894K - $1.07M
|
48K
$942K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
61.9K+ 468.77% |
$1.15M - $1.39M
|
75.1K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.44K+ 16.42% |
$45.4K - $54.5K
|
17.3K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-385- 1.53% |
$7.17K - $8.62K
|
24.8K
$487K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
1.85K+ 2.79% |
$34.4K - $41.3K
|
68K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-14.2K- 2.62% |
$264K - $318K
|
528K
$10.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
520New |
$9.68K - $11.6K
|
520
$10.2K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 25.0% |
$20 - $21.8
|
3
$58.9
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
32New |
$639 - $697
|
32
$628
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
32New |
$639 - $697
|
32
$628
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
681+ 582.05% |
$13.6K - $14.8K
|
798
$15.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16KNew |
$320K - $349K
|
16K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 1.68% |
$23.3K - $25.4K
|
70.8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$20 - $21.8
|
1
$19.6
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
6.28K+ 31.6% |
$125K - $137K
|
26.2K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.2K+ 42.88% |
$424K - $462K
|
70.7K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.4KNew |
$387K - $422K
|
19.4K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.9K+ 92.51% |
$1.32M - $1.43M
|
137K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.59K+ 2.67% |
$51.7K - $56.4K
|
99.7K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.79K- 4.37% |
$75.7K - $82.5K
|
82.9K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-5.21K- 5.15% |
$104K - $113K
|
95.9K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.24K- 0.55% |
$84.7K - $92.4K
|
771K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-727- 3.81% |
$14.5K - $15.8K
|
18.4K
$361K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 17.25% |
$229K - $249K
|
77.8K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1K+ 10.0% |
$20K - $21.8K
|
11K
$216K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.4K+ 128.4% |
$1.23M - $1.34M
|
109K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27.2KNew |
$544K - $593K
|
27.2K
$535K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 2.05% |
$2.5K - $2.72K
|
5.97K
$117K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8KNew |
$215K - $234K
|
10.8K
$211K
|
|