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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-21.7KClosed |
$533K - $571K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-750KClosed |
$18.4M - $19.8M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.06KClosed |
$50.7K - $54.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
67+ 0.81% |
$1.65K - $1.76K
|
8.38K
$163K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
19.3KNew |
$474K - $508K
|
19.3K
$374K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.84K+ 8.42% |
$144K - $154K
|
75.2K
$1.46M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.46K- 29.63% |
$85K - $91.1K
|
8.22K
$159K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.8KClosed |
$44.2K - $47.4K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-236KClosed |
$5.8M - $6.22M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-13.9KClosed |
$341K - $365K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.05K- 24.15% |
$198K - $212K
|
25.3K
$490K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-774- 5.07% |
$19K - $20.4K
|
14.5K
$281K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
72+ 0.87% |
$1.77K - $1.9K
|
8.35K
$162K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
8.72KNew |
$214K - $230K
|
8.72K
$169K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
89.5KNew |
$2.2M - $2.36M
|
89.5K
$1.74M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-39KClosed |
$959K - $1.03M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-540- 21.74% |
$13.3K - $14.2K
|
1.94K
$37.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-22.1KClosed |
$543K - $582K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-124K- 50.12% |
$3.05M - $3.26M
|
123K
$2.39M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.5K- 8.19% |
$36.9K - $39.5K
|
16.8K
$326K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-5.06K- 25.95% |
$124K - $133K
|
14.4K
$280K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-94- 49.47% |
$2.31K - $2.48K
|
96
$1.86K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-51Closed |
$1.25K - $1.34K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.3K- 42.14% |
$155K - $166K
|
8.65K
$168K
|
|
| Q1 2022 | |||||||
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
385New |
$9.81K - $10.5K
|
385
$7.47K
|
|
|
Mar 17, 2023
Q1 2022
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-132KClosed |
$3.36M - $3.58M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15KClosed |
$382K - $408K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-1.28MClosed |
$32.7M - $34.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-146KClosed |
$3.72M - $3.97M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-10KClosed |
$255K - $272K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-97.8KClosed |
$2.49M - $2.66M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-104KClosed |
$2.66M - $2.84M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.96KClosed |
$152K - $162K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.43KNew |
$36.3K - $38.8K
|
1.43K
$27.7K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.98KClosed |
$254K - $271K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.13KNew |
$28.8K - $30.7K
|
1.13K
$21.9K
|
|
|
May 12, 2022
Q1 2022
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-31.4KClosed |
$799K - $853K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-110KClosed |
$2.8M - $2.99M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-3.12KClosed |
$79.6K - $85K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.93KClosed |
$49.3K - $52.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.4KNew |
$342K - $365K
|
13.4K
$260K
|
|
|
May 10, 2022
Q1 2022
|
Hedges Asset Management LLC
|
SELL
|
- |
-11.8KClosed |
$301K - $321K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
SELL
|
- |
-10K- 48.29% |
$255K - $272K
|
10.7K
$208K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.15KClosed |
$29.2K - $31.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-30.5KClosed |
$777K - $829K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-231KClosed |
$5.88M - $6.27M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-289Closed |
$7.37K - $7.86K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-111KClosed |
$2.82M - $3.01M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-9.76K- 65.51% |
$249K - $266K
|
5.14K
$99.8K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8.21KClosed |
$209K - $223K
|
0
$0
|
|