Purchases and Sales Made in Q4 2022 in Iq Merger Arbitrage ETF (MNA)
This table provides information about the institutional ownership of Iq Merger Arbitrage ETF (MNA) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
29+ 0.44% |
$899 - $923
|
6.6K
$216K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1- 0.01% |
$31 - $31.8
|
8.59K
$281K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 0.36% |
$465 - $477
|
4.12K
$135K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-68- 0.37% |
$2.11K - $2.16K
|
18.1K
$592K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-73- 0.23% |
$2.26K - $2.32K
|
32.2K
$1.05M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-118- 8.42% |
$3.66K - $3.75K
|
1.28K
$42K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-127- 20.85% |
$3.94K - $4.04K
|
482
$15.8K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-140Closed |
$4.34K - $4.45K
|
0
$0
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-314- 0.11% |
$9.74K - $9.99K
|
275K
$9.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-377- 4.17% |
$11.7K - $12K
|
8.67K
$284K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-431- 58.01% |
$13.4K - $13.7K
|
312
$10.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-528- 7.17% |
$16.4K - $16.8K
|
6.83K
$224K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-688- 4.16% |
$21.3K - $21.9K
|
15.8K
$519K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-830- 13.85% |
$25.7K - $26.4K
|
5.16K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-912- 9.64% |
$28.3K - $29K
|
8.55K
$280K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.48K- 30.57% |
$45.8K - $47K
|
3.35K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.72K- 4.84% |
$53.2K - $54.6K
|
33.8K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 29.76% |
$54K - $55.4K
|
4.11K
$135K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.93K- 84.01% |
$59.9K - $61.5K
|
368
$12K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.06K- 48.87% |
$64K - $65.6K
|
2.16K
$70.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.13K- 7.15% |
$66K - $67.7K
|
27.6K
$904K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.13K- 5.33% |
$66.1K - $67.8K
|
37.9K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.36K- 15.44% |
$73.1K - $75K
|
12.9K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.38K- 14.47% |
$73.7K - $75.6K
|
14.1K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.74K- 4.8% |
$178K - $183K
|
114K
$3.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.91K- 65.34% |
$183K - $188K
|
3.13K
$103K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-6.84K- 1.6% |
$212K - $218K
|
420K
$13.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.95K- 6.13% |
$216K - $221K
|
106K
$3.48M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.54K- 3.0% |
$265K - $272K
|
276K
$9.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-8.85K- 16.91% |
$274K - $281K
|
43.5K
$1.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-9.22K- 8.66% |
$286K - $293K
|
97.2K
$3.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.84K- 22.37% |
$305K - $313K
|
34.1K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.2K- 38.12% |
$317K - $325K
|
16.6K
$543K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.2K- 38.12% |
$317K - $325K
|
16.6K
$543K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.4K- 1.71% |
$323K - $332K
|
599K
$19.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-10.5K- 38.92% |
$325K - $333K
|
16.4K
$538K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-11.1K- 7.2% |
$343K - $352K
|
142K
$4.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.4K- 2.55% |
$354K - $364K
|
436K
$14.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-12.2K- 11.94% |
$379K - $389K
|
90K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.8K- 7.76% |
$460K - $472K
|
176K
$5.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16K- 36.97% |
$495K - $508K
|
27.2K
$891K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-18.7K- 9.71% |
$579K - $594K
|
174K
$5.68M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-21.7K- 76.07% |
$673K - $691K
|
6.83K
$224K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25.7K- 57.01% |
$798K - $819K
|
19.4K
$635K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-33.3K- 44.64% |
$1.03M - $1.06M
|
41.3K
$1.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-33.3K- 44.64% |
$1.03M - $1.06M
|
41.3K
$1.35M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-37.9K- 29.44% |
$1.18M - $1.21M
|
90.8K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-49.8K- 80.06% |
$1.54M - $1.58M
|
12.4K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-100K- 35.31% |
$3.1M - $3.18M
|
183K
$6M
|