Purchases and Sales Made in Q2 2024 in Iq Merger Arbitrage ETF (MNA)
This table provides information about the institutional ownership of Iq Merger Arbitrage ETF (MNA) during Q2 2024. 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 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
184K+ 20.63% |
$5.66M - $5.82M
|
1.08M
$35.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.8K+ 18.78% |
$1.5M - $1.54M
|
309K
$10.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
34.7K+ 17.2% |
$1.07M - $1.1M
|
237K
$7.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.4K+ 41.23% |
$259K - $266K
|
28.8K
$942K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.73KNew |
$207K - $213K
|
6.73K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.39KNew |
$196K - $202K
|
6.39K
$209K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.31KNew |
$163K - $168K
|
5.31K
$174K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.55KNew |
$109K - $112K
|
3.55K
$116K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.22K+ 2.92% |
$99.1K - $102K
|
114K
$3.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.79KNew |
$85.8K - $88.1K
|
2.79K
$91.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
942+ 0.21% |
$29K - $29.8K
|
459K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
892+ 6.72% |
$27.4K - $28.2K
|
14.2K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
881+ 4.34% |
$27.1K - $27.8K
|
21.2K
$693K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
590+ 0.68% |
$18.2K - $18.6K
|
87K
$2.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
573New |
$17.6K - $18.1K
|
573
$18.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
565New |
$17.4K - $17.9K
|
565
$18.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
549+ 3.32% |
$16.9K - $17.3K
|
17.1K
$559K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
537+ 25.74% |
$16.5K - $17K
|
2.62K
$85.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
419+ 3.79% |
$12.9K - $13.2K
|
11.5K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
414+ 87.9% |
$12.7K - $13.1K
|
885
$29K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
334New |
$10.3K - $10.6K
|
334
$10.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
117+ 7.51% |
$3.6K - $3.7K
|
1.67K
$54.8K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73+ 0.87% |
$2.25K - $2.31K
|
8.48K
$278K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-23- 0.15% |
$708 - $727
|
14.8K
$486K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-39- 0.27% |
$1.2K - $1.23K
|
14.2K
$464K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40- 1.79% |
$1.23K - $1.26K
|
2.2K
$71.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-103- 1.2% |
$3.17K - $3.25K
|
8.5K
$278K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-128- 7.2% |
$3.94K - $4.04K
|
1.65K
$54K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-309- 3.3% |
$9.51K - $9.76K
|
9.06K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-351- 81.44% |
$10.8K - $11.1K
|
80
$2.62K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-553- 2.99% |
$17K - $17.5K
|
18K
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.15K- 5.82% |
$35.4K - $36.4K
|
18.6K
$610K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.21K- 1.02% |
$37.4K - $38.4K
|
118K
$3.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.22K- 53.57% |
$37.4K - $38.5K
|
1.06K
$34.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.93K- 5.45% |
$59.5K - $61.1K
|
33.6K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-2.47K- 29.8% |
$75.8K - $77.9K
|
5.81K
$190K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.82K- 5.54% |
$86.6K - $89K
|
48K
$1.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.43K- 7.86% |
$106K - $108K
|
40.3K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-3.44K- 7.07% |
$106K - $109K
|
45.3K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.28K- 23.87% |
$132K - $135K
|
13.7K
$447K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.16K- 17.94% |
$159K - $163K
|
23.6K
$773K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.12K- 0.92% |
$188K - $193K
|
659K
$21.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.12K- 0.92% |
$188K - $193K
|
659K
$21.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.87K- 4.8% |
$242K - $249K
|
156K
$5.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.07K- 0.8% |
$248K - $255K
|
998K
$32.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9.97K- 12.93% |
$307K - $315K
|
67.1K
$2.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-10.1K- 9.5% |
$309K - $318K
|
95.8K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13K- 58.17% |
$400K - $411K
|
9.36K
$306K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.4K- 10.69% |
$566K - $581K
|
154K
$5.03M
|