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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
81+ 0.62% |
$1.77K - $1.89K
|
13.2K
$257K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.63K- 17.58% |
$167K - $178K
|
35.8K
$694K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.7K- 60.9% |
$386K - $413K
|
11.3K
$220K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
427K+ 9494.22% |
$9.34M - $9.98M
|
432K
$8.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-133K- 33.31% |
$2.91M - $3.11M
|
266K
$5.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-30.1K- 3.42% |
$658K - $704K
|
851K
$16.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.46KNew |
$207K - $221K
|
9.46K
$184K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-11.2K- 1.18% |
$246K - $263K
|
942K
$18.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.27K+ 6.87% |
$203K - $217K
|
144K
$2.8M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
368+ 119.09% |
$8.04K - $8.6K
|
677
$13.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.6KNew |
$451K - $482K
|
20.6K
$400K
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$273K - $292K
|
12.5K
$243K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-14.4K- 74.93% |
$314K - $336K
|
4.81K
$93.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
274New |
$5.99K - $6.4K
|
274
$5.32K
|
|
| Q3 2022 | |||||||
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.72K+ 27.29% |
$148K - $177K
|
31.3K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.16K- 37.39% |
$158K - $189K
|
12K
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
700New |
$15.5K - $18.5K
|
700
$13.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-6.5KClosed |
$144K - $172K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.23K- 19.65% |
$71.2K - $85.2K
|
13.2K
$256K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$254K - $304K
|
11.5K
$224K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
321+ 100.0% |
$7.09K - $8.48K
|
642
$12.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.47K+ 4.62% |
$54.5K - $65.3K
|
55.9K
$1.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
300New |
$6.62K - $7.93K
|
300
$5.82K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
265+ 0.59% |
$5.85K - $7K
|
44.9K
$872K
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.8KNew |
$328K - $392K
|
14.8K
$288K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.81K- 9.62% |
$128K - $153K
|
54.6K
$1.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.26K- 73.82% |
$27.7K - $33.2K
|
445
$8.64K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
18.8K+ 12.17% |
$416K - $498K
|
174K
$3.37M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.76KNew |
$38.9K - $46.5K
|
1.76K
$34.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.56K+ 1.73% |
$56.5K - $67.6K
|
151K
$2.92M
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
700+ 2000.0% |
$15.5K - $18.5K
|
735
$14.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-885K- 91.9% |
$19.5M - $23.4M
|
78.1K
$1.52M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-66.8K- 72.79% |
$1.47M - $1.76M
|
25K
$484K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
251+ 1.04% |
$5.54K - $6.63K
|
24.3K
$472K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-130Closed |
$3.19K - $3.42K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-769K- 70.31% |
$18.9M - $20.3M
|
325K
$6.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
39.1KNew |
$960K - $1.03M
|
39.1K
$759K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23.2KNew |
$570K - $611K
|
23.2K
$450K
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
85.7KNew |
$2.11M - $2.26M
|
85.7K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.4K+ 159.58% |
$722K - $774K
|
47.8K
$928K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.8KClosed |
$118K - $126K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-118K- 69.41% |
$2.9M - $3.11M
|
52K
$1.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-66.8KClosed |
$1.64M - $1.76M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
810New |
$19.9K - $21.3K
|
810
$15.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 35.7% |
$249K - $267K
|
18.3K
$355K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-28.9K- 84.98% |
$711K - $762K
|
5.12K
$99.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-744K- 49.35% |
$18.3M - $19.6M
|
764K
$14.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.1K- 10.09% |
$27K - $29K
|
9.8K
$190K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.23KClosed |
$227K - $243K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.2KClosed |
$250K - $268K
|
0
$0
|
|