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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.4K- 8.15% |
$67.8K - $72.2K
|
38.3K
$749K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-9.22KClosed |
$189K - $222K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.1KNew |
$247K - $291K
|
12.1K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
203KNew |
$4.17M - $4.89M
|
203K
$3.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-645- 4.3% |
$13.2K - $15.5K
|
14.4K
$281K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.45% |
$901 - $1.06K
|
9.92K
$194K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.31K- 30.0% |
$109K - $128K
|
12.4K
$243K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-850- 53.13% |
$17.4K - $20.4K
|
750
$14.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-280- 73.68% |
$5.73K - $6.73K
|
100
$1.96K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-28- 0.24% |
$573 - $673
|
11.5K
$226K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-30- 1.53% |
$614 - $722
|
1.93K
$37.7K
|
|
|
Jul 20, 2023
Q2 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
750+ 1.82% |
$15.4K - $18K
|
41.9K
$819K
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-10.9K- 3.19% |
$224K - $263K
|
332K
$6.49M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-462- 2.52% |
$9.46K - $11.1K
|
17.9K
$350K
|
|
| Q1 2023 | |||||||
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12- 0.03% |
$247 - $286
|
40.6K
$794K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 33.33% |
$721 - $834
|
70
$1.37K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-612- 2.77% |
$12.6K - $14.6K
|
21.5K
$420K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
18.2K+ 10.82% |
$375K - $434K
|
186K
$3.65M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-40.8K- 42.87% |
$841K - $973K
|
54.4K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
356New |
$7.33K - $8.48K
|
356
$6.97K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-762- 3.86% |
$15.7K - $18.2K
|
19K
$372K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100- 86.21% |
$2.06K - $2.38K
|
16
$313
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26- 0.27% |
$536 - $620
|
9.47K
$185K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-738K- 98.8% |
$15.2M - $17.6M
|
8.94K
$175K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-52K- 42.94% |
$1.07M - $1.24M
|
69.1K
$1.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-22.6K- 11.78% |
$466K - $539K
|
169K
$3.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$254K - $293K
|
12.3K
$241K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$224K - $240K
|
10.3K
$201K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
104KNew |
$2.28M - $2.44M
|
104K
$2.04M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 1.23% |
$43.7 - $46.7
|
164
$3.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
226New |
$4.94K - $5.28K
|
226
$4.42K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-12.3K- 34.22% |
$269K - $288K
|
23.7K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.99KNew |
$218K - $233K
|
9.99K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
22.4KNew |
$490K - $523K
|
22.4K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
42.8KNew |
$936K - $1M
|
42.8K
$838K
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
105+ 0.97% |
$2.3K - $2.45K
|
11K
$214K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
307+ 52.66% |
$6.71K - $7.17K
|
890
$17.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
81+ 0.62% |
$1.77K - $1.89K
|
13.2K
$259K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.63K- 17.58% |
$167K - $178K
|
35.8K
$700K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.7K- 60.9% |
$386K - $413K
|
11.3K
$222K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
427K+ 9494.22% |
$9.34M - $9.98M
|
432K
$8.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-133K- 33.31% |
$2.91M - $3.11M
|
266K
$5.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-30.1K- 3.42% |
$658K - $704K
|
851K
$16.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.46KNew |
$207K - $221K
|
9.46K
$185K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-11.2K- 1.18% |
$246K - $263K
|
942K
$18.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.27K+ 6.87% |
$203K - $217K
|
144K
$2.82M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
368+ 119.09% |
$8.04K - $8.6K
|
677
$13.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.6KNew |
$451K - $482K
|
20.6K
$403K
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$273K - $292K
|
12.5K
$245K
|
|