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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
111New |
$3.64K - $4.54K
|
111
$4.57K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-3.15K- 20.97% |
$103K - $129K
|
11.9K
$488K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
51+ 1.82% |
$1.67K - $2.09K
|
2.85K
$117K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.1K- 2.72% |
$36.1K - $45K
|
39.3K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-850- 5.4% |
$27.9K - $34.8K
|
14.9K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.08K- 2.96% |
$35.3K - $44K
|
35.2K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
28KNew |
$918K - $1.14M
|
28K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
7.06KNew |
$232K - $289K
|
7.06K
$291K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
13.8K+ 40.63% |
$490K - $556K
|
47.6K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.2KNew |
$1.14M - $1.3M
|
32.2K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.7K+ 123.8% |
$628K - $713K
|
31.9K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 80.21% |
$5.04M - $5.72M
|
318K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 149.5% |
$4.44M - $5.04M
|
208K
$8.58M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67.2K+ 119.24% |
$2.39M - $2.71M
|
123K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7K+ 38.92% |
$249K - $283K
|
25K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.52KNew |
$268K - $304K
|
7.52K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.8K- 79.07% |
$1.1M - $1.24M
|
8.15K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.01K+ 87.38% |
$107K - $121K
|
6.45K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128New |
$4.55K - $5.17K
|
128
$5.27K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
554New |
$19.7K - $22.4K
|
554
$22.8K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
84.2K+ 264.65% |
$3M - $3.4M
|
116K
$4.78M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.4K+ 14.56% |
$1.37M - $1.55M
|
302K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.3K+ 2.11% |
$46.1K - $52.4K
|
62.8K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25.5K+ 39.63% |
$909K - $1.03M
|
90K
$3.71M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.29K- 1.66% |
$81.4K - $92.4K
|
135K
$5.58M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
381+ 6.12% |
$13.6K - $15.4K
|
6.6K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 1.22% |
$213 - $242
|
496
$20.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.19K+ 84.98% |
$185K - $210K
|
11.3K
$465K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.73K+ 23.83% |
$61.6K - $70K
|
9K
$371K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.9KNew |
$457K - $519K
|
12.9K
$530K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.5K+ 41.23% |
$894K - $1M
|
83.8K
$3.45M
|
|
|
May 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$3.66K - $4.11K
|
100
$4.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-171- 1.41% |
$6.25K - $7.02K
|
12K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.34KNew |
$195K - $219K
|
5.34K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-41.5K- 39.21% |
$1.52M - $1.71M
|
64.4K
$2.65M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.91K+ 34.95% |
$127K - $144K
|
15.1K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.9K- 73.58% |
$547K - $620K
|
6.06K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
4+ 36.36% |
$130 - $147
|
15
$618
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
149KNew |
$4.84M - $5.49M
|
149K
$6.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-807- 3.48% |
$26.2K - $29.7K
|
22.4K
$921K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40.9KNew |
$1.33M - $1.51M
|
40.9K
$1.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
360New |
$11.7K - $13.2K
|
360
$14.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9KNew |
$415K - $443K
|
12.9K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.01K- 23.72% |
$32.3K - $34.6K
|
3.24K
$133K
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
8New |
$257 - $275
|
8
$330
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
66.9K+ 298.17% |
$2M - $2.3M
|
89.3K
$3.68M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
305+ 232.82% |
$8.02K - $9.48K
|
436
$18K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
750New |
$19.7K - $23.3K
|
750
$30.9K
|
|