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 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
546New |
$13.5K - $15.6K
|
546
$21K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.24KNew |
$30.4K - $35K
|
1.24K
$47.6K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.31K- 12.1% |
$31.8K - $39.3K
|
9.49K
$364K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-110KClosed |
$2.69M - $3.33M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
21+ 100.0% |
$512 - $633
|
42
$1.61K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-700Closed |
$17.1K - $21.1K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.49KClosed |
$207K - $256K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-38Closed |
$926 - $1.14K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.2KClosed |
$296K - $366K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
50New |
$1.22K - $1.51K
|
50
$1.92K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82.5KNew |
$2.28M - $2.7M
|
82.5K
$3.17M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.1KClosed |
$252K - $298K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.33KClosed |
$175K - $207K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20New |
$554 - $655
|
20
$768
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$27.7 - $32.7
|
1
$38.4
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
PUT |
1KNew |
$29.2K - $33.2K
|
1K
$38.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
45New |
$1.31K - $1.49K
|
45
$1.73K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.45KNew |
$42.4K - $48.1K
|
1.45K
$55.7K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30KNew |
$866K - $946K
|
30K
$1.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.5KClosed |
$43.3K - $47.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-300Closed |
$8.06K - $8.74K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
$2.69K - $2.91K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-50Closed |
$1.34K - $1.46K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-62Closed |
$1.53K - $1.68K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
600New |
$14.8K - $16.3K
|
600
$23K
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-100Closed |
$2.47K - $2.71K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200New |
$4.94K - $5.23K
|
200
$7.68K
|
|