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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2KNew |
$59.7K - $68.8K
|
2K
$69K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.64K- 40.83% |
$109K - $125K
|
5.28K
$182K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.28K+ 15.68% |
$38.2K - $44K
|
9.44K
$326K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.56K+ 17.16% |
$285K - $329K
|
65.3K
$2.25M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.61K+ 2.78% |
$108K - $124K
|
134K
$4.61M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.98KNew |
$179K - $206K
|
5.98K
$206K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.8K+ 1346.9% |
$442K - $509K
|
15.9K
$548K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.8K+ 556.52% |
$2.74M - $3.16M
|
108K
$3.74M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.08K+ 18.22% |
$181K - $209K
|
39.4K
$1.36M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.2K- 28.85% |
$394K - $454K
|
32.5K
$1.12M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
66.9K+ 298.17% |
$2M - $2.3M
|
89.3K
$3.08M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 1.25% |
$179 - $207
|
486
$16.8K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.01% |
$149 - $172
|
42.2K
$1.46M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.58K- 5.84% |
$47.1K - $54.3K
|
25.5K
$879K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17.5K+ 144.03% |
$523K - $602K
|
29.7K
$1.02M
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
36.5K+ 60.73% |
$1.09M - $1.26M
|
96.5K
$3.33M
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-9.73K- 18.8% |
$290K - $335K
|
42K
$1.45M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.45K+ 123.4% |
$43.3K - $49.9K
|
2.63K
$90.6K
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
38+ 0.25% |
$1.13K - $1.31K
|
15.4K
$530K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
170+ 1.28% |
$4.47K - $5.29K
|
13.5K
$464K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.8K- 38.08% |
$336K - $397K
|
20.8K
$717K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
305+ 232.82% |
$8.02K - $9.48K
|
436
$15K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.9KNew |
$603K - $713K
|
22.9K
$791K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
750New |
$19.7K - $23.3K
|
750
$25.9K
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-71.1K- 94.36% |
$1.87M - $2.21M
|
4.25K
$146K
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-39.1K- 71.53% |
$1.03M - $1.21M
|
15.5K
$537K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.1KNew |
$1.16M - $1.25M
|
42.1K
$1.45M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.59K- 98.49% |
$98.8K - $106K
|
55
$1.9K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
113New |
$3.11K - $3.35K
|
113
$3.9K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$26.8 - $28.8
|
1
$34.5
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-77.6K- 52.01% |
$2.08M - $2.23M
|
71.6K
$2.47M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-342- 4.35% |
$9.18K - $9.84K
|
7.53K
$260K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$26.8K - $28.8K
|
1K
$34.5K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 2.88% |
$67.2K - $72.6K
|
86.6K
$2.99M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
175New |
$4.58K - $4.95K
|
175
$6.04K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2K- 21.05% |
$52.4K - $56.6K
|
7.5K
$259K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-61.6K- 24.58% |
$1.61M - $1.74M
|
189K
$6.52M
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
300New |
$7.86K - $8.58K
|
300
$10.4K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
546New |
$14.3K - $15.6K
|
546
$18.8K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.24KNew |
N/A
|
1.24K
$42.7K
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.31K- 12.1% |
N/A
|
9.49K
$327K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-110KClosed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
21+ 100.0% |
N/A
|
42
$1.45K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.49KClosed |
N/A
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-38Closed |
N/A
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
50New |
N/A
|
50
$1.73K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.2KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82.5KNew |
N/A
|
82.5K
$2.85M
|