Purchases and Sales Made in Q1 2025 in Iq Merger Arbitrage ETF (MNA)
This table provides information about the institutional ownership of Iq Merger Arbitrage ETF (MNA) during Q1 2025. 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 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
111KNew |
$3.66M - $3.8M
|
111K
$3.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
49.6K+ 10.51% |
$1.64M - $1.7M
|
521K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.3K+ 33.95% |
$638K - $663K
|
76.1K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
19.1K+ 17.94% |
$632K - $656K
|
126K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19K+ 3.06% |
$630K - $654K
|
641K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17K+ 20.3% |
$562K - $584K
|
101K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.3K+ 28.05% |
$440K - $457K
|
60.7K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.5K+ 177.7% |
$415K - $431K
|
19.6K
$690K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.5KNew |
$348K - $362K
|
10.5K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.88K+ 6.35% |
$227K - $236K
|
115K
$4.05M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.04KNew |
$200K - $208K
|
6.04K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.85KNew |
$193K - $201K
|
5.85K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.78K+ 7.43% |
$92K - $95.6K
|
40.2K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.75KNew |
$57.8K - $60K
|
1.75K
$61.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
857+ 0.34% |
$28.3K - $29.4K
|
253K
$8.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
622+ 928.36% |
$20.6K - $21.4K
|
689
$24.2K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
507New |
$16.8K - $17.4K
|
507
$17.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
504+ 2.68% |
$16.7K - $17.3K
|
19.3K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
300New |
$9.92K - $10.3K
|
300
$10.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
256New |
$8.47K - $8.79K
|
256
$9.01K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
215New |
$7.11K - $7.39K
|
215
$7.57K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
155+ 77.5% |
$5.13K - $5.32K
|
355
$12.5K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32+ 5.58% |
$1.06K - $1.1K
|
605
$21.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-6- 42.86% |
$198 - $206
|
8
$282
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-21- 1.33% |
$695 - $721
|
1.55K
$54.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-37- 0.22% |
$1.22K - $1.27K
|
16.4K
$578K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-73- 0.93% |
$2.41K - $2.51K
|
7.78K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-178- 1.17% |
$5.89K - $6.11K
|
15.1K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-264- 1.43% |
$8.73K - $9.07K
|
18.1K
$638K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-300- 3.83% |
$9.92K - $10.3K
|
7.53K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-364- 2.14% |
$12K - $12.5K
|
16.6K
$585K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-393- 21.68% |
$13K - $13.5K
|
1.42K
$50K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-444- 6.45% |
$14.7K - $15.3K
|
6.44K
$226K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-542- 5.46% |
$17.9K - $18.6K
|
9.38K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-625- 10.76% |
$20.7K - $21.5K
|
5.18K
$182K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.01K- 13.04% |
$33.3K - $34.6K
|
6.73K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.07K- 5.08% |
$35.3K - $36.7K
|
20K
$703K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.39K- 9.33% |
$46K - $47.8K
|
13.5K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.5K- 32.97% |
$49.7K - $51.6K
|
3.05K
$107K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.74K- 3.86% |
$57.5K - $59.7K
|
43.3K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.89K- 22.16% |
$62.6K - $65K
|
6.65K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-2.71K- 3.06% |
$89.7K - $93.2K
|
86K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-3.19K- 22.83% |
$106K - $110K
|
10.8K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.81K- 30.87% |
$126K - $131K
|
8.54K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.05K- 30.89% |
$134K - $139K
|
9.05K
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.39K- 14.22% |
$145K - $151K
|
26.5K
$932K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.36K- 13.9% |
$243K - $253K
|
45.6K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.77K- 8.23% |
$290K - $301K
|
97.8K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.58K- 8.45% |
$317K - $329K
|
104K
$3.65M
|