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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.2K+ 31.36% |
$1.54M - $1.73M
|
177K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18- 0.13% |
$658 - $739
|
14.3K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74K+ 778.96% |
$2.71M - $3.04M
|
83.5K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.89K- 9.09% |
$142K - $160K
|
38.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.11KNew |
$223K - $251K
|
6.11K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.8K+ 32.57% |
$579K - $651K
|
64.5K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-801- 1.4% |
$29.3K - $32.9K
|
56.3K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.22KNew |
$227K - $256K
|
6.22K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.61K+ 16.94% |
$95.3K - $107K
|
18K
$695K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
14.3KNew |
$524K - $588K
|
14.3K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66.7K+ 33.77% |
$2.44M - $2.74M
|
264K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.1K+ 19.08% |
$807K - $906K
|
138K
$5.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.82% |
$146 - $164
|
490
$18.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-171- 1.41% |
$6.25K - $7.02K
|
12K
$462K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.24K+ 5.58% |
$155K - $174K
|
80.2K
$3.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.8KNew |
$1.16M - $1.31M
|
31.8K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.34KNew |
$195K - $219K
|
5.34K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-433- 1.1% |
$15.8K - $17.8K
|
38.8K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
48+ 1.8% |
$1.75K - $1.97K
|
2.72K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-265- 0.65% |
$9.69K - $10.9K
|
40.4K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-41.5K- 39.21% |
$1.52M - $1.71M
|
64.4K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
33.9KNew |
$1.24M - $1.39M
|
33.9K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.16K- 4.88% |
$115K - $130K
|
61.5K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
153+ 2.15% |
$5.59K - $6.28K
|
7.27K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
20+ 0.13% |
$731 - $821
|
15.1K
$582K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.44K+ 72.0% |
$46.7K - $53K
|
3.44K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.91K+ 34.95% |
$127K - $144K
|
15.1K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.9K- 73.58% |
$547K - $620K
|
6.06K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
4+ 36.36% |
$130 - $147
|
15
$579
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
149KNew |
$4.84M - $5.49M
|
149K
$5.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-807- 3.48% |
$26.2K - $29.7K
|
22.4K
$864K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40.9KNew |
$1.33M - $1.51M
|
40.9K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
360New |
$11.7K - $13.2K
|
360
$13.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9KNew |
$415K - $443K
|
12.9K
$499K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.01K- 23.72% |
$32.3K - $34.6K
|
3.24K
$125K
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
8New |
$257 - $275
|
8
$309
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
66.9K+ 298.17% |
$2M - $2.3M
|
89.3K
$3.45M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.8K- 38.08% |
$336K - $397K
|
20.8K
$803K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
305+ 232.82% |
$8.02K - $9.48K
|
436
$16.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
750New |
$19.7K - $23.3K
|
750
$29K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-39.1K- 71.53% |
$1.03M - $1.21M
|
15.5K
$601K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.1KNew |
$1.16M - $1.25M
|
42.1K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.59K- 98.49% |
$98.8K - $106K
|
55
$2.12K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
113New |
$3.11K - $3.35K
|
113
$4.36K
|
|
| 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
$38.6
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-342- 4.35% |
$9.18K - $9.84K
|
7.53K
$291K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$26.8K - $28.8K
|
1K
$38.6K
|
|