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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.75K- 13.19% |
$33.1K - $36.6K
|
11.5K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
218+ 484.44% |
$4.13K - $4.55K
|
263
$5.15K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-201- 99.01% |
$3.8K - $4.2K
|
2
$39.1
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12.6KNew |
$239K - $264K
|
12.6K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
44.2KNew |
$837K - $923K
|
44.2K
$865K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-693- 23.86% |
$13.1K - $14.5K
|
2.21K
$43.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-934- 8.27% |
$17.7K - $19.5K
|
10.4K
$203K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.82K+ 7.52% |
$53.3K - $58.8K
|
40.2K
$788K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.92% |
$18.9 - $20.9
|
53
$1.04K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-583- 2.7% |
$11.7K - $12.4K
|
21K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
50.6KNew |
$1.02M - $1.08M
|
50.6K
$991K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-55.2K- 79.41% |
$1.11M - $1.17M
|
14.3K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-807- 6.87% |
$16.2K - $17.2K
|
10.9K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
289New |
$5.82K - $6.15K
|
289
$5.66K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
171New |
$3.44K - $3.64K
|
171
$3.35K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.14KNew |
$23K - $24.3K
|
1.14K
$22.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.62KNew |
$32.7K - $34.5K
|
1.62K
$31.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-126K- 85.24% |
$2.53M - $2.68M
|
21.8K
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.1KNew |
$464K - $491K
|
23.1K
$452K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.85K+ 16.07% |
$37.2K - $39.3K
|
13.3K
$261K
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-218K- 32.3% |
$4.4M - $4.65M
|
458K
$8.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.81K- 0.71% |
$76.6K - $81K
|
533K
$10.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13.1K- 16.37% |
$264K - $279K
|
67.1K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5.86K- 32.87% |
$118K - $125K
|
12K
$234K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9+ 18.0% |
$181 - $191
|
59
$1.15K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
11.6K+ 3.4% |
$234K - $248K
|
355K
$6.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-600- 4.44% |
$12.1K - $12.8K
|
12.9K
$253K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-996- 19.36% |
$20K - $21.2K
|
4.15K
$81.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-27.6K- 8.12% |
$555K - $586K
|
312K
$6.11M
|
|
| Q3 2023 | |||||||
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-28.5K- 98.21% |
$569K - $605K
|
518
$10.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.96K- 3.12% |
$59.1K - $62.9K
|
91.9K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-1.65K- 2.54% |
$32.9K - $35K
|
63.3K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
376KNew |
$7.51M - $7.99M
|
376K
$7.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-15.7K- 56.14% |
$314K - $334K
|
12.3K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
500New |
$9.98K - $10.6K
|
500
$9.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-47.9K- 99.98% |
$956K - $1.02M
|
10
$196
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-1.1K- 84.29% |
$22K - $23.4K
|
205
$4.01K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$2K - $2.13K
|
100
$1.96K
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
21+ 0.15% |
$419 - $446
|
14.5K
$284K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-187- 61.51% |
$3.73K - $3.97K
|
117
$2.29K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.08K+ 6.45% |
$21.5K - $22.9K
|
17.8K
$348K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
441New |
$8.8K - $9.37K
|
441
$8.63K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8- 7.69% |
$160 - $170
|
96
$1.88K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-5K- 6.67% |
$99.8K - $106K
|
70K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
17+ 0.14% |
$339 - $361
|
11.8K
$231K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14.3KNew |
$285K - $304K
|
14.3K
$280K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-800- 3.42% |
$16K - $17K
|
22.6K
$442K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
433KNew |
$8.65M - $9.21M
|
433K
$8.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30New |
$599 - $638
|
30
$587
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-9.04K- 15.31% |
$180K - $192K
|
50K
$978K
|
|