Purchases and Sales Made in Q4 2021 in Iq Merger Arbitrage ETF (MNA)
This table provides information about the institutional ownership of Iq Merger Arbitrage ETF (MNA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
566K+ 33.64% |
$18M - $18.7M
|
2.25M
$73.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
444KNew |
$14.2M - $14.7M
|
444K
$14.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
332K+ 25.11% |
$10.6M - $11M
|
1.65M
$54.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
272KNew |
$8.66M - $8.99M
|
272K
$8.9M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
138K+ 6.68% |
$4.4M - $4.56M
|
2.2M
$72.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62.9KNew |
$2M - $2.08M
|
62.9K
$2.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
55.9KNew |
$1.78M - $1.85M
|
55.9K
$1.83M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
53.3KNew |
$1.7M - $1.76M
|
53.3K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.7KNew |
$1.42M - $1.48M
|
44.7K
$1.46M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
38.8KNew |
$1.23M - $1.28M
|
38.8K
$1.27M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
31.6K+ 8.33% |
$1.01M - $1.04M
|
410K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
29.1KNew |
$928K - $963K
|
29.1K
$953K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
23.3K+ 190.98% |
$743K - $771K
|
35.5K
$1.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
22.2K+ 18.27% |
$707K - $734K
|
144K
$4.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.2K+ 5.03% |
$674K - $699K
|
442K
$14.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
21.1K+ 203.62% |
$671K - $696K
|
31.4K
$1.03M
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
19.8K+ 3.47% |
$632K - $656K
|
592K
$19.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
19K+ 57.13% |
$606K - $629K
|
52.3K
$1.71M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.1K+ 2.72% |
$512K - $531K
|
608K
$19.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
13.9KNew |
$444K - $460K
|
13.9K
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12K+ 12.27% |
$383K - $397K
|
110K
$3.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
11.2K+ 9.78% |
$357K - $370K
|
126K
$4.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.55KNew |
$304K - $316K
|
9.55K
$313K
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.55KNew |
$304K - $316K
|
9.55K
$313K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.8KNew |
$280K - $291K
|
8.8K
$288K
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
BUY
|
- |
8.64K+ 7.6% |
$275K - $286K
|
122K
$4M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.9KNew |
$252K - $261K
|
7.9K
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.05K+ 3.72% |
$129K - $134K
|
113K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.46K+ 11.06% |
$78.3K - $81.3K
|
24.7K
$808K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.36KNew |
$75.1K - $77.9K
|
2.36K
$77.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.1KNew |
$66.8K - $69.3K
|
2.1K
$68.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2KNew |
$63.7K - $66.1K
|
2K
$65.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.69K+ 9.0% |
$53.9K - $55.9K
|
20.5K
$670K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.64K+ 5.45% |
$52.1K - $54.1K
|
31.6K
$1.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.23K+ 0.34% |
$39.2K - $40.7K
|
363K
$11.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.19K+ 0.19% |
$37.8K - $39.2K
|
641K
$21M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.05K+ 2.48% |
$33.3K - $34.6K
|
43.2K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.04K+ 6.51% |
$33.1K - $34.4K
|
17K
$557K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
959+ 235.05% |
$30.6K - $31.7K
|
1.37K
$44.7K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
949New |
$30.2K - $31.4K
|
949
$31.1K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
948+ 5.54% |
$30.2K - $31.4K
|
18.1K
$592K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
770+ 27.63% |
$24.5K - $25.5K
|
3.56K
$116K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
720New |
$22.9K - $23.8K
|
720
$23.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
718New |
$22.9K - $23.7K
|
718
$23.5K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
687+ 47.12% |
$21.9K - $22.7K
|
2.15K
$70.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
669+ 3.88% |
$21.3K - $22.1K
|
17.9K
$586K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
642+ 1.24% |
$20.5K - $21.2K
|
52.4K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
625+ 3.48% |
$19.9K - $20.7K
|
18.6K
$608K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
558+ 6.73% |
$17.8K - $18.5K
|
8.84K
$289K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
430+ 1.63% |
$13.7K - $14.2K
|
26.8K
$876K
|