Latest Institutional Transactions on Iq Merger Arbitrage ETF (MNA)
This table provides information on the latest institutional transactions involving Iq Merger Arbitrage ETF (MNA) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25New |
$772 - $798
|
25
$880
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
570+ 553.4% |
$17.6K - $18.2K
|
673
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.9K- 69.05% |
$89.6K - $92.6K
|
1.3K
$45.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.63KNew |
$267K - $276K
|
8.63K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-3.95K- 3.89% |
$122K - $126K
|
97.6K
$3.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.3KNew |
$566K - $585K
|
18.3K
$645K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
19.7K+ 20.33% |
$608K - $628K
|
116K
$4.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-681- 69.07% |
$21K - $21.7K
|
305
$10.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.23KNew |
$38K - $39.2K
|
1.23K
$43.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
57New |
$1.76K - $1.82K
|
57
$2.01K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
400New |
$12.4K - $12.8K
|
400
$14.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
191New |
$5.9K - $6.1K
|
191
$6.72K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.05KNew |
$32.3K - $33.4K
|
1.05K
$36.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
31.9KNew |
$986K - $1.02M
|
31.9K
$1.12M
|
|
| Q3 2023 | |||||||
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-8.86KClosed |
$274K - $282K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3New |
$92.9 - $95.5
|
3
$106
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.33K+ 15.94% |
$103K - $106K
|
24.2K
$852K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.3K- 22.67% |
$71.4K - $73.4K
|
7.86K
$276K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3New |
$92.9 - $95.5
|
3
$106
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.98K- 50.66% |
$216K - $222K
|
6.8K
$239K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
650New |
$20.1K - $20.7K
|
650
$22.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.3KNew |
$288K - $296K
|
9.3K
$327K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
23New |
$713 - $732
|
23
$809
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-1.85K- 2.23% |
$57.3K - $58.9K
|
81.1K
$2.85M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-566- 26.33% |
$17.5K - $18K
|
1.58K
$55.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-633- 5.14% |
$19.6K - $20.2K
|
11.7K
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
400+ 44.2% |
$12.4K - $12.7K
|
1.31K
$45.9K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.7KClosed |
$457K - $471K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
158K+ 1601.99% |
$4.89M - $5.03M
|
168K
$5.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
60New |
$1.86K - $1.92K
|
60
$2.11K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-654- 43.51% |
$20.3K - $20.9K
|
849
$29.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.88K- 2.21% |
$89.2K - $91.9K
|
128K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-54.2K- 32.33% |
$1.68M - $1.73M
|
113K
$3.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-14.7K- 37.16% |
$454K - $468K
|
24.8K
$873K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24.8KNew |
$768K - $791K
|
24.8K
$873K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
245+ 13.88% |
$7.59K - $7.82K
|
2.01K
$70.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-201K- 93.84% |
$6.24M - $6.43M
|
13.2K
$465K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-31.5K- 36.92% |
$976K - $1.01M
|
53.8K
$1.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
34New |
$1.05K - $1.09K
|
34
$1.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 4.0% |
$31 - $31.9
|
26
$915
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-18Closed |
$555 - $573
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.1K- 52.8% |
$434K - $448K
|
12.6K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-13.6KClosed |
$419K - $433K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-367- 4.29% |
$11.3K - $11.7K
|
8.18K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.02K+ 0.7% |
$31.5K - $32.5K
|
147K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-59- 51.3% |
$1.82K - $1.88K
|
56
$1.97K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.78KNew |
$271K - $280K
|
8.78K
$309K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.59KNew |
$49K - $50.6K
|
1.59K
$55.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-13.3K- 56.49% |
$410K - $424K
|
10.2K
$361K
|
|