Purchases and Sales Made in Q1 2023 in Iq Merger Arbitrage ETF (MNA)
This table provides information about the institutional ownership of Iq Merger Arbitrage ETF (MNA) during Q1 2023. The information is specifically focused on institutions that hold shares of IQ MERGER ARBITRAGE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
83.5K+ 30.35% |
$2.58M - $2.66M
|
359K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.4K+ 16.83% |
$2.26M - $2.34M
|
510K
$16.7M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
64.7KNew |
$1.99M - $2.06M
|
64.7K
$2.12M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
40.9K+ 23.56% |
$1.26M - $1.3M
|
215K
$7.02M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.9K+ 169.38% |
$798K - $824K
|
41.1K
$1.35M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3KNew |
$472K - $487K
|
15.3K
$501K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.7KNew |
$455K - $470K
|
14.7K
$483K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13.4K+ 326.3% |
$415K - $428K
|
17.6K
$575K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11K+ 9.99% |
$339K - $350K
|
121K
$3.96M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 52.34% |
$316K - $326K
|
29.8K
$976K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.84KNew |
$304K - $314K
|
9.84K
$322K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.78KNew |
$271K - $280K
|
8.78K
$287K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
7.08K+ 1.69% |
$218K - $226K
|
427K
$14M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.84K+ 5.42% |
$180K - $186K
|
114K
$3.72M
|
|
|
May 12, 2023
Q1 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
2.99K+ 21.45% |
$92.1K - $95.1K
|
16.9K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.93K+ 135.96% |
$90.5K - $93.4K
|
5.09K
$167K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.85K+ 23.72% |
$87.9K - $90.8K
|
14.9K
$487K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.68K+ 1523.86% |
$82.7K - $85.4K
|
2.86K
$93.5K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.48K+ 522.32% |
$76.5K - $79K
|
2.96K
$96.7K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.25K+ 2.25% |
$69.3K - $71.5K
|
102K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 47.9% |
$60.7K - $62.7K
|
6.08K
$199K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.59KNew |
$49K - $50.6K
|
1.59K
$52K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.15K+ 6.42% |
$35.6K - $36.8K
|
19.1K
$626K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.02K+ 0.7% |
$31.5K - $32.5K
|
147K
$4.8M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
748+ 5.87% |
$23.1K - $23.8K
|
13.5K
$441K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
561+ 1.77% |
$17.3K - $17.9K
|
32.2K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
423+ 2.34% |
$13K - $13.5K
|
18.5K
$605K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
327New |
$10.1K - $10.4K
|
327
$10.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
247+ 1.62% |
$7.62K - $7.87K
|
15.5K
$508K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
146+ 1.64% |
$4.5K - $4.65K
|
9.05K
$296K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
8New |
$247 - $255
|
8
$262
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
4New |
$123 - $127
|
4
$131
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.03% |
$30.8 - $31.9
|
3.36K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 3.85% |
$30.8 - $31.9
|
25
$818
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-18Closed |
$555 - $573
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-39- 40.63% |
$1.2K - $1.24K
|
57
$1.87K
|
|
|
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
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-105- 14.23% |
$3.24K - $3.34K
|
633
$20.7K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-205- 1.29% |
$6.32K - $6.53K
|
15.6K
$512K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-272- 0.88% |
$8.39K - $8.66K
|
30.6K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 6.67% |
$9.25K - $9.56K
|
4.2K
$137K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-310- 24.14% |
$9.56K - $9.87K
|
974
$31.9K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-325- 23.38% |
$10K - $10.4K
|
1.07K
$34.9K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-354- 0.31% |
$10.9K - $11.3K
|
113K
$3.71M
|
|
|
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
|
Global Retirement Partners, LLC
|
SELL
|
- |
-420- 2.53% |
$13K - $13.4K
|
16.2K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-479- 50.96% |
$14.8K - $15.3K
|
461
$15.1K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-593- 18.92% |
$18.3K - $18.9K
|
2.54K
$83.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-668- 7.11% |
$20.6K - $21.3K
|
8.73K
$286K
|