Purchases and Sales Made in Q2 2023 in Iq Merger Arbitrage ETF (MNA)
This table provides information about the institutional ownership of Iq Merger Arbitrage ETF (MNA) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.03MNew |
$31.9M - $32.9M
|
1.03M
$33.7M
|
|
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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
145KNew |
$4.51M - $4.64M
|
145K
$4.76M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
94.3KNew |
$2.92M - $3.01M
|
94.3K
$3.09M
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
55.9K+ 6.05% |
$1.73M - $1.78M
|
981K
$32.1M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
54.9K+ 84.91% |
$1.7M - $1.75M
|
120K
$3.91M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.4KNew |
$1.07M - $1.1M
|
34.4K
$1.13M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.6KNew |
$980K - $1.01M
|
31.6K
$1.04M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24.8KNew |
$768K - $791K
|
24.8K
$812K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
23.1K+ 151.44% |
$716K - $738K
|
38.4K
$1.26M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18K+ 43.82% |
$559K - $575K
|
59.2K
$1.94M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18K+ 43.82% |
$559K - $575K
|
59.2K
$1.94M
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
17K+ 10.26% |
$526K - $542K
|
183K
$5.97M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13.8KNew |
$427K - $440K
|
13.8K
$451K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 50.63% |
$333K - $343K
|
32K
$1.05M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
10.3K+ 9.1% |
$320K - $330K
|
124K
$4.05M
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
8.67K+ 2.03% |
$269K - $277K
|
436K
$14.3M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.65K+ 27.3% |
$175K - $180K
|
26.3K
$862K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.33K+ 0.99% |
$134K - $138K
|
441K
$14.4M
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.12K+ 3.63% |
$128K - $132K
|
118K
$3.85M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.15K+ 44.95% |
$97.6K - $101K
|
10.2K
$333K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.12K+ 0.12% |
$96.5K - $99.4K
|
2.62M
$85.8M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.96K+ 15.01% |
$60.7K - $62.6K
|
15K
$492K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.82KNew |
$56.5K - $58.2K
|
1.82K
$59.7K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.35K+ 47.2% |
$41.8K - $43.1K
|
4.21K
$138K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
531+ 3.42% |
$16.5K - $16.9K
|
16K
$525K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
484+ 2.53% |
$15K - $15.4K
|
19.6K
$642K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
282+ 1.37% |
$8.74K - $9K
|
20.9K
$683K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
245+ 13.88% |
$7.59K - $7.82K
|
2.01K
$65.8K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
227+ 1.34% |
$7.03K - $7.25K
|
17.2K
$564K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
185+ 18.99% |
$5.73K - $5.91K
|
1.16K
$37.9K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98+ 296.97% |
$3.04K - $3.13K
|
131
$4.29K
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
60New |
$1.86K - $1.92K
|
60
$1.96K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
34New |
$1.05K - $1.09K
|
34
$1.11K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
31New |
$961 - $990
|
31
$1.01K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
11+ 0.33% |
$341 - $351
|
3.37K
$110K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 4.0% |
$31 - $31.9
|
26
$851
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-125- 0.71% |
$3.87K - $3.99K
|
17.4K
$571K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-160- 15.02% |
$4.96K - $5.11K
|
905
$29.6K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-268- 9.07% |
$8.31K - $8.55K
|
2.69K
$88K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-268- 9.07% |
$8.31K - $8.55K
|
2.69K
$88K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-275- 1.85% |
$8.52K - $8.78K
|
14.6K
$478K
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-289- 1.85% |
$8.96K - $9.22K
|
15.3K
$501K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-300- 0.48% |
$9.3K - $9.58K
|
62.6K
$2.05M
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-377- 14.92% |
$11.7K - $12K
|
2.15K
$70.4K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-571- 1.52% |
$17.7K - $18.2K
|
36.9K
$1.21M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-585- 92.42% |
$18.1K - $18.7K
|
48
$1.57K
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-653- 7.48% |
$20.2K - $20.8K
|
8.08K
$264K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-654- 43.51% |
$20.3K - $20.9K
|
849
$27.8K
|