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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26- 0.27% |
$536 - $620
|
9.47K
$170K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-738K- 98.8% |
$15.2M - $17.6M
|
8.94K
$160K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-52K- 42.94% |
$1.07M - $1.24M
|
69.1K
$1.24M
|
|
|
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
$3.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$254K - $293K
|
12.3K
$221K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$224K - $240K
|
10.3K
$184K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
104KNew |
$2.28M - $2.44M
|
104K
$1.87M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 1.23% |
$43.7 - $46.7
|
164
$2.94K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9New |
$197 - $210
|
9
$161
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
6.9K+ 9.45% |
$151K - $161K
|
79.9K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
226New |
$4.94K - $5.28K
|
226
$4.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-12.3K- 34.22% |
$269K - $288K
|
23.7K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.99KNew |
$218K - $233K
|
9.99K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
22.4KNew |
$490K - $523K
|
22.4K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
42.8KNew |
$936K - $1M
|
42.8K
$768K
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
105+ 0.97% |
$2.3K - $2.45K
|
11K
$197K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
307+ 52.66% |
$6.71K - $7.17K
|
890
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
81+ 0.62% |
$1.77K - $1.89K
|
13.2K
$237K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.63K- 17.58% |
$167K - $178K
|
35.8K
$642K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
427K+ 9494.22% |
$9.34M - $9.98M
|
432K
$7.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.7K- 60.9% |
$386K - $413K
|
11.3K
$203K
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-133K- 33.31% |
$2.91M - $3.11M
|
266K
$4.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-30.1K- 3.42% |
$658K - $704K
|
851K
$15.3M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-62.3K- 98.11% |
$1.36M - $1.46M
|
1.2K
$21.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.46KNew |
$207K - $221K
|
9.46K
$170K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-11.2K- 1.18% |
$246K - $263K
|
942K
$16.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.27K+ 6.87% |
$203K - $217K
|
144K
$2.59M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
368+ 119.09% |
$8.04K - $8.6K
|
677
$12.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.6KNew |
$451K - $482K
|
20.6K
$370K
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$273K - $292K
|
12.5K
$224K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-14.4K- 74.93% |
$314K - $336K
|
4.81K
$86.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
274New |
$5.99K - $6.4K
|
274
$4.92K
|
|
| Q3 2022 | |||||||
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.72K+ 27.29% |
$148K - $177K
|
31.3K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-6.5KClosed |
$144K - $172K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
700New |
$15.5K - $18.5K
|
700
$12.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.16K- 37.39% |
$158K - $189K
|
12K
$215K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.23K- 19.65% |
$71.2K - $85.2K
|
13.2K
$237K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.47K+ 4.62% |
$54.5K - $65.3K
|
55.9K
$1M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$254K - $304K
|
11.5K
$207K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
321+ 100.0% |
$7.09K - $8.48K
|
642
$11.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
265+ 0.59% |
$5.85K - $7K
|
44.9K
$806K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
300New |
$6.62K - $7.93K
|
300
$5.38K
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.8KNew |
$328K - $392K
|
14.8K
$266K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.81K- 9.62% |
$128K - $153K
|
54.6K
$979K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.76KNew |
$38.9K - $46.5K
|
1.76K
$31.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.26K- 73.82% |
$27.7K - $33.2K
|
445
$7.98K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
18.8K+ 12.17% |
$416K - $498K
|
174K
$3.12M
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
700+ 2000.0% |
$15.5K - $18.5K
|
735
$13.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.56K+ 1.73% |
$56.5K - $67.6K
|
151K
$2.7M
|
|