Purchases and Sales Made in Q2 2023 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q2 2023. The information is specifically focused on institutions that hold shares of KRANESHARES TR QUADRATIC INT R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12+ 0.03% |
$246 - $289
|
40.6K
$728K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 0.96% |
$205 - $241
|
1.05K
$18.9K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.2% |
$61.4 - $72.2
|
1.51K
$27.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.93% |
$41 - $48.1
|
218
$3.91K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-28- 0.24% |
$573 - $673
|
11.5K
$207K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-30- 1.53% |
$614 - $722
|
1.93K
$34.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-36- 76.6% |
$737 - $866
|
11
$197
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-140- 4.39% |
$2.87K - $3.37K
|
3.05K
$54.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-269- 1.42% |
$5.51K - $6.47K
|
18.7K
$335K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-280- 73.68% |
$5.73K - $6.73K
|
100
$1.79K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-335- 0.27% |
$6.86K - $8.06K
|
122K
$2.19M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-462- 2.52% |
$9.46K - $11.1K
|
17.9K
$321K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-575- 9.81% |
$11.8K - $13.8K
|
5.28K
$94.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-611- 44.08% |
$12.5K - $14.7K
|
775
$13.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-645- 4.3% |
$13.2K - $15.5K
|
14.4K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-666- 9.32% |
$13.6K - $16K
|
6.48K
$116K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-750- 3.38% |
$15.4K - $18K
|
21.4K
$384K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-751- 5.6% |
$15.4K - $18.1K
|
12.7K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-794- 1.21% |
$16.3K - $19.1K
|
65K
$1.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-850- 53.13% |
$17.4K - $20.4K
|
750
$13.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.24K- 6.91% |
$25.5K - $29.9K
|
16.7K
$300K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.51K- 11.38% |
$30.9K - $36.3K
|
11.8K
$211K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.69K- 78.23% |
$34.7K - $40.7K
|
471
$8.45K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.93K- 4.96% |
$39.5K - $46.3K
|
36.9K
$663K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.88K- 10.6% |
$59K - $69.2K
|
24.3K
$435K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.9K- 14.47% |
$59.4K - $69.7K
|
17.1K
$307K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.48K- 3.54% |
$71.3K - $83.8K
|
94.8K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.6K- 17.86% |
$73.7K - $86.6K
|
16.6K
$297K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.83K- 9.12% |
$78.5K - $92.1K
|
38.2K
$685K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-4.65K- 83.48% |
$95.2K - $112K
|
920
$16.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.19K- 5.36% |
$106K - $125K
|
91.5K
$1.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.31K- 30.0% |
$109K - $128K
|
12.4K
$222K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.53K- 2.22% |
$134K - $157K
|
288K
$5.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.7K- 18.89% |
$137K - $161K
|
28.8K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.69K- 3.75% |
$157K - $185K
|
198K
$3.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-8.12K- 26.14% |
$166K - $195K
|
22.9K
$411K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-8.56K- 86.78% |
$175K - $206K
|
1.31K
$23.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-8.71K- 15.56% |
$178K - $209K
|
47.2K
$847K
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-10.9K- 3.19% |
$224K - $263K
|
332K
$5.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.9K- 21.97% |
$243K - $286K
|
42.2K
$757K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-12.2K- 13.13% |
$250K - $293K
|
80.7K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.5K- 66.08% |
$277K - $325K
|
6.95K
$125K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.6K- 45.16% |
$340K - $399K
|
20.2K
$362K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-17.4K- 3.21% |
$355K - $417K
|
524K
$9.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18K- 22.09% |
$369K - $433K
|
63.6K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-19K- 3.03% |
$390K - $458K
|
609K
$10.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-23.3K- 28.28% |
$477K - $560K
|
59K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.2K- 13.19% |
$537K - $630K
|
173K
$3.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.7K- 51.64% |
$649K - $762K
|
29.7K
$532K
|