Latest Institutional Transactions on Proshares Ultra Technology (ROM)
This table provides information on the latest institutional transactions involving Proshares Ultra Technology (ROM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.8KClosed |
$109K - $180K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8K+ 100.0% |
$310K - $515K
|
16K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.9KClosed |
$73.7K - $122K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-309Closed |
$12K - $19.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
4.71K+ 100.0% |
$183K - $303K
|
9.42K
$661K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-250Closed |
$9.7K - $16.1K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-92Closed |
$3.57K - $5.92K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-391Closed |
$15.2K - $25.2K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.64KClosed |
$63.4K - $105K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
400New |
$15.5K - $25.8K
|
400
$28.1K
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-13Closed |
$504 - $837
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.32KClosed |
$89.9K - $149K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 100.0% |
$3.88K - $6.44K
|
200
$14K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
137New |
$5.31K - $8.82K
|
137
$9.62K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.08K+ 100.0% |
$275K - $456K
|
14.2K
$994K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-52Closed |
$2.02K - $3.35K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-400Closed |
$15.5K - $25.8K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-40Closed |
$1.55K - $2.58K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.68KClosed |
$65.2K - $108K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.62KClosed |
$62.9K - $104K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
30+ 100.0% |
$1.16K - $1.93K
|
60
$4.21K
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
7.2K+ 100.0% |
$279K - $464K
|
14.4K
$1.01M
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-69Closed |
$3.34K - $4.57K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-372Closed |
$18K - $24.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5KClosed |
$242K - $332K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$14.5K - $19.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-497Closed |
$24.1K - $33K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-350Closed |
$16.9K - $23.2K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-200Closed |
$9.68K - $13.3K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-82Closed |
$3.97K - $5.44K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-11.9KClosed |
$577K - $790K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-38.5KClosed |
$1.84M - $2.23M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-2.64KClosed |
$126K - $153K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20Closed |
$955 - $1.16K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-113Closed |
$4.16K - $5.47K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.84KClosed |
$178K - $234K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-65.3KClosed |
$2.4M - $3.16M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Xr Securities LLC
|
SELL
|
- |
-3.27KClosed |
$120K - $158K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-100Closed |
$3.68K - $4.84K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.2KClosed |
$39.9K - $50.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-230Closed |
$7.65K - $9.76K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$1.66K - $2.12K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-370Closed |
$12.3K - $15.7K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.05KClosed |
$101K - $129K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Chase Investment Counsel Corp
|
SELL
|
- |
-37.6KClosed |
$1.25M - $1.6M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-400Closed |
$10.8K - $14.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-600Closed |
$16.2K - $21.9K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-48Closed |
$1.3K - $1.75K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-600Closed |
$16.2K - $21.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.6KClosed |
$37.8K - $55.9K
|
0
$0
|
|