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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27.2KNew |
$544K - $593K
|
27.2K
$596K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 2.05% |
$2.5K - $2.72K
|
5.97K
$131K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.7K- 1.55% |
$34K - $37.1K
|
108K
$2.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
14.9K+ 6.88% |
$297K - $323K
|
231K
$5.06M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.09K- 1.94% |
$61.7K - $67.2K
|
156K
$3.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.2KNew |
$264K - $287K
|
13.2K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8KNew |
$215K - $234K
|
10.8K
$236K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16K+ 50.72% |
$319K - $348K
|
47.5K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 43.98% |
$458K - $499K
|
75.1K
$1.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.83K+ 38.47% |
$117K - $127K
|
21K
$460K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.8KNew |
$296K - $323K
|
14.8K
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
161+ 1.15% |
$3.22K - $3.5K
|
14.1K
$309K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
397+ 1.78% |
$7.93K - $8.64K
|
22.7K
$498K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.3K+ 26.62% |
$426K - $464K
|
101K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
5.01K+ 45.26% |
$100K - $109K
|
16.1K
$352K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
700+ 2.86% |
$14K - $15.2K
|
25.2K
$552K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.3K+ 6.26% |
$746K - $813K
|
634K
$13.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.49K+ 10.74% |
$49.7K - $54.2K
|
25.7K
$563K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.78K+ 5.72% |
$155K - $169K
|
144K
$3.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.3K+ 77.49% |
$266K - $290K
|
30.5K
$669K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
599New |
$12K - $13K
|
599
$13.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
3.66K+ 5.86% |
$73.1K - $79.7K
|
66.1K
$1.45M
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 17.77% |
$211K - $222K
|
71.2K
$1.56M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
21.3K+ 4.09% |
$418K - $440K
|
542K
$11.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
188+ 1.75% |
$3.69K - $3.88K
|
10.9K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
49.5KNew |
$971K - $1.02M
|
49.5K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
490+ 0.99% |
$9.62K - $10.1K
|
49.9K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.8K- 7.27% |
$1.19M - $1.25M
|
775K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
117New |
$2.3K - $2.41K
|
117
$2.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
299+ 1.53% |
$5.87K - $6.17K
|
19.9K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.53K+ 13.96% |
$168K - $176K
|
69.7K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.4K+ 16.74% |
$244K - $257K
|
86.7K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
101KNew |
$1.99M - $2.09M
|
101K
$2.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
56.5K+ 139.32% |
$1.11M - $1.17M
|
97.1K
$2.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$246K - $258K
|
12.5K
$274K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.89K+ 14.03% |
$116K - $122K
|
47.8K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$1.96K - $2.06K
|
100
$2.19K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.4KNew |
$1.3M - $1.37M
|
66.4K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
749New |
$14.7K - $15.5K
|
749
$16.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.03K- 12.62% |
$20.2K - $21.2K
|
7.12K
$156K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13.3KNew |
$260K - $273K
|
13.3K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.6K- 5.26% |
$51.1K - $53.7K
|
46.8K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.6K- 14.3% |
$149K - $157K
|
45.5K
$998K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1K- 1.5% |
$19.6K - $20.6K
|
65.7K
$1.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-375- 9.25% |
$7.37K - $7.74K
|
3.68K
$80.6K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16KNew |
$294K - $314K
|
16K
$350K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-267- 1.38% |
$4.92K - $5.26K
|
19.1K
$418K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
500New |
$9.21K - $9.85K
|
500
$11K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$209K - $224K
|
11.4K
$249K
|
|