Purchases and Sales Made in Q2 2024 in Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Virtus Terran (JOET) during Q2 2024. The information is specifically focused on institutions that hold shares of VIRTUS ETF TR II VIRTUS TERRAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
167K+ 1053.24% |
$5.37M - $5.74M
|
183K
$7.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.1K+ 79.02% |
$1M - $1.07M
|
70.6K
$2.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
23.1KNew |
$743K - $794K
|
23.1K
$912K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.5KNew |
$432K - $462K
|
13.5K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9KNew |
$415K - $443K
|
12.9K
$509K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.2KNew |
$360K - $384K
|
11.2K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.6K+ 16.17% |
$339K - $362K
|
75.8K
$2.99M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.6K+ 16.17% |
$339K - $362K
|
75.8K
$2.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.75K+ 7.15% |
$249K - $266K
|
116K
$4.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7KNew |
$225K - $240K
|
7K
$276K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.96KNew |
$191K - $204K
|
5.96K
$235K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.24K+ 7.56% |
$72K - $77K
|
31.9K
$1.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.61K+ 26.97% |
$51.8K - $55.4K
|
7.59K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.41K+ 1.46% |
$45.3K - $48.4K
|
97.9K
$3.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
BUY
|
- |
100+ 0.65% |
$3.21K - $3.43K
|
15.5K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64+ 0.68% |
$2.06K - $2.2K
|
9.5K
$375K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
23+ 0.88% |
$739 - $790
|
2.65K
$104K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
11New |
$353 - $378
|
11
$434
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
8New |
$257 - $275
|
8
$315
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-292- 0.69% |
$9.38K - $10K
|
41.9K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.01K- 23.72% |
$32.3K - $34.6K
|
3.24K
$128K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.3K- 9.02% |
$73.8K - $78.9K
|
23.2K
$914K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.35K- 5.59% |
$75.4K - $80.6K
|
39.7K
$1.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.34K- 10.27% |
$107K - $115K
|
29.2K
$1.15M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.37K- 3.26% |
$140K - $150K
|
129K
$5.1M
|