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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
650New |
$20.1K - $20.7K
|
650
$21.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.3KNew |
$288K - $296K
|
9.3K
$304K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
23New |
$713 - $732
|
23
$753
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-1.85K- 2.23% |
$57.3K - $58.9K
|
81.1K
$2.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-566- 26.33% |
$17.5K - $18K
|
1.58K
$51.8K
|
|
|
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
$382K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
400+ 44.2% |
$12.4K - $12.7K
|
1.31K
$42.7K
|
|
| 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
$5.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-54.2K- 32.33% |
$1.68M - $1.73M
|
113K
$3.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.88K- 2.21% |
$89.2K - $91.9K
|
128K
$4.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-654- 43.51% |
$20.3K - $20.9K
|
849
$27.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
60New |
$1.86K - $1.92K
|
60
$1.96K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
531+ 3.42% |
$16.5K - $16.9K
|
16K
$525K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-14.7K- 37.16% |
$454K - $468K
|
24.8K
$812K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24.8KNew |
$768K - $791K
|
24.8K
$812K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-201K- 93.84% |
$6.24M - $6.43M
|
13.2K
$432K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
245+ 13.88% |
$7.59K - $7.82K
|
2.01K
$65.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-31.5K- 36.92% |
$976K - $1.01M
|
53.8K
$1.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
34New |
$1.05K - $1.09K
|
34
$1.11K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 4.0% |
$31 - $31.9
|
26
$851
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-18Closed |
$555 - $573
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-13.6KClosed |
$419K - $433K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.1K- 52.8% |
$434K - $448K
|
12.6K
$412K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-59- 51.3% |
$1.82K - $1.88K
|
56
$1.83K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.02K+ 0.7% |
$31.5K - $32.5K
|
147K
$4.8M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-367- 4.29% |
$11.3K - $11.7K
|
8.18K
$268K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.78KNew |
$271K - $280K
|
8.78K
$287K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.59KNew |
$49K - $50.6K
|
1.59K
$52K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-13.3K- 56.49% |
$410K - $424K
|
10.2K
$335K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.62K- 52.89% |
$266K - $275K
|
7.68K
$251K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.16K- 24.87% |
$66.5K - $68.7K
|
6.51K
$213K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
13.8KNew |
$428K - $439K
|
13.8K
$452K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-140Closed |
$4.34K - $4.45K
|
0
$0
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
585New |
$18.1K - $18.6K
|
585
$19.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1KNew |
$31K - $31.8K
|
1K
$32.7K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-49.8K- 80.06% |
$1.54M - $1.58M
|
12.4K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-33.3K- 44.64% |
$1.03M - $1.06M
|
41.3K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
7.93KNew |
$246K - $252K
|
7.93K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
372New |
$11.5K - $11.8K
|
372
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.72K- 4.84% |
$53.2K - $54.6K
|
33.8K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
133+ 100.0% |
$4.12K - $4.23K
|
266
$8.71K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-127- 20.85% |
$3.94K - $4.04K
|
482
$15.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-33.3K- 44.64% |
$1.03M - $1.06M
|
41.3K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1- 0.01% |
$31 - $31.8
|
8.59K
$281K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.84K- 22.37% |
$305K - $313K
|
34.1K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-11.1K- 7.2% |
$343K - $352K
|
142K
$4.66M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
29+ 0.44% |
$899 - $923
|
6.6K
$216K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.93K- 84.01% |
$59.9K - $61.5K
|
368
$12K
|
|