Latest Institutional Transactions on Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information on the latest institutional transactions involving Virtus ETF Tr Ii Virtus Terran (JOET) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.93K+ 14.34% |
$62.6K - $71K
|
15.4K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6K+ 46.76% |
$443K - $502K
|
42.8K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9K+ 170.55% |
$292K - $331K
|
14.3K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.44K+ 72.0% |
$46.7K - $53K
|
3.44K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.7K+ 77.38% |
$1.9M - $2.16M
|
134K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-72.2K- 55.84% |
$2.34M - $2.66M
|
57.1K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.91K+ 34.95% |
$127K - $144K
|
15.1K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.9K- 73.58% |
$547K - $620K
|
6.06K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 7.72% |
$459K - $520K
|
197K
$7.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.37K+ 7.6% |
$174K - $197K
|
75.9K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.26K- 3.01% |
$40.9K - $46.4K
|
40.6K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-336- 0.29% |
$10.9K - $12.4K
|
116K
$4.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
4+ 36.36% |
$130 - $147
|
15
$576
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.7K+ 52.47% |
$543K - $616K
|
48.6K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.22K- 9.11% |
$39.4K - $44.7K
|
12.1K
$466K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
149KNew |
$4.84M - $5.49M
|
149K
$5.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-391- 0.99% |
$12.7K - $14.4K
|
39.3K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22+ 0.83% |
$713 - $809
|
2.67K
$103K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-400- 2.59% |
$13K - $14.7K
|
15.1K
$578K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.01K+ 8.18% |
$260K - $295K
|
106K
$4.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-807- 3.48% |
$26.2K - $29.7K
|
22.4K
$859K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40.9KNew |
$1.33M - $1.51M
|
40.9K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
41.5K+ 179.3% |
$1.35M - $1.53M
|
64.6K
$2.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
115+ 1.64% |
$3.73K - $4.23K
|
7.12K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
360New |
$11.7K - $13.2K
|
360
$13.8K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.96KNew |
$191K - $204K
|
5.96K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64+ 0.68% |
$2.06K - $2.2K
|
9.5K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9KNew |
$415K - $443K
|
12.9K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.01K- 23.72% |
$32.3K - $34.6K
|
3.24K
$124K
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
8New |
$257 - $275
|
8
$307
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.61K+ 26.97% |
$51.8K - $55.4K
|
7.59K
$292K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
66.9K+ 298.17% |
$2M - $2.3M
|
89.3K
$3.43M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 1.25% |
$179 - $207
|
486
$18.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.8K- 38.08% |
$336K - $397K
|
20.8K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
305+ 232.82% |
$8.02K - $9.48K
|
436
$16.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
750New |
$19.7K - $23.3K
|
750
$28.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-39.1K- 71.53% |
$1.03M - $1.21M
|
15.5K
$597K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.1KNew |
$1.16M - $1.25M
|
42.1K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.59K- 98.49% |
$98.8K - $106K
|
55
$2.11K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
113New |
$3.11K - $3.35K
|
113
$4.34K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5Closed |
$134 - $144
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$26.8 - $28.8
|
1
$38.4
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-342- 4.35% |
$9.18K - $9.84K
|
7.53K
$289K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$26.8K - $28.8K
|
1K
$38.4K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 2.88% |
$67.2K - $72.6K
|
86.6K
$3.33M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
175New |
$4.58K - $4.95K
|
175
$6.72K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2K- 21.05% |
$52.4K - $56.6K
|
7.5K
$288K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-61.6K- 24.58% |
$1.61M - $1.74M
|
189K
$7.26M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
300New |
$7.41K - $8.58K
|
300
$11.5K
|
|