Latest Institutional Transactions on Kraneshares Tr Quadratic Int R (IVOL)
This table provides information on the latest institutional transactions involving Kraneshares Tr Quadratic Int R (IVOL) 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 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
19.3KNew |
$358K - $377K
|
19.3K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.6K+ 169.52% |
$401K - $423K
|
34.4K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-29- 16.86% |
$538 - $568
|
143
$2.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
12.5KNew |
$231K - $244K
|
12.5K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
279KNew |
$5.17M - $5.46M
|
279K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-444- 17.35% |
$8.24K - $8.69K
|
2.12K
$41.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
4.65K+ 0.68% |
$86.3K - $91K
|
687K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-849- 26.18% |
$15.7K - $16.6K
|
2.39K
$46.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-344- 1.24% |
$6.38K - $6.73K
|
27.3K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
112KNew |
$2.08M - $2.19M
|
112K
$2.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
504KNew |
$9.35M - $9.87M
|
504K
$9.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
150New |
$2.78K - $2.94K
|
150
$2.94K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2K- 45.45% |
$37.1K - $39.1K
|
2.4K
$47K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
343New |
$6.36K - $6.71K
|
343
$6.71K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.54K- 22.89% |
$84.1K - $88.7K
|
15.3K
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$191K - $202K
|
10.3K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.37K+ 3.86% |
$25.3K - $26.7K
|
36.7K
$719K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
288New |
$5.34K - $5.64K
|
288
$5.64K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.73K+ 1.83% |
$50.6K - $53.3K
|
151K
$2.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
254KNew |
$4.7M - $4.96M
|
254K
$4.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.36K+ 52.65% |
$99.4K - $105K
|
15.5K
$304K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
715+ 1.29% |
$13.3K - $14K
|
56.1K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
35+ 9.14% |
$649 - $685
|
418
$8.18K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
17.9KNew |
$332K - $350K
|
17.9K
$350K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65.4K+ 2181.43% |
$1.21M - $1.28M
|
68.4K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.99% |
$18.6 - $19.6
|
100
$1.96K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-17.5K- 6.45% |
$326K - $343K
|
254K
$4.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-86.5K- 9.34% |
$1.61M - $1.69M
|
840K
$16.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.8KNew |
$794K - $838K
|
42.8K
$838K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.76KNew |
$51.1K - $54K
|
2.76K
$54K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
21.1KNew |
$391K - $413K
|
21.1K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
44.7KNew |
$830K - $875K
|
44.7K
$875K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
19.7KNew |
$365K - $385K
|
19.7K
$385K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
494+ 1.59% |
$9.16K - $9.67K
|
31.6K
$619K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-359- 24.36% |
$6.56K - $6.82K
|
1.12K
$21.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
322New |
$5.88K - $6.11K
|
322
$6.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.12K+ 13.47% |
$56.9K - $59.2K
|
26.3K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.83K- 32.14% |
$88.2K - $91.6K
|
10.2K
$199K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.53K- 77.24% |
$82.7K - $85.9K
|
1.33K
$26.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
984New |
$18K - $18.7K
|
984
$19.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-491- 12.73% |
$8.97K - $9.32K
|
3.37K
$65.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
34.1K+ 6.57% |
$624K - $648K
|
554K
$10.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
47+ 25.68% |
$859 - $893
|
230
$4.5K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-34.9KClosed |
$660K - $729K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.56K- 30.74% |
$162K - $179K
|
19.3K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.23K- 75.53% |
$42.2K - $46.5K
|
722
$14.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1KNew |
$343K - $378K
|
18.1K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18K- 3.81% |
$340K - $376K
|
454K
$8.88M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-427- 4.03% |
$8.08K - $8.92K
|
10.2K
$199K
|
|