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IQ Ultra Short Duration ETF (ULTR) Institutional Ownership

$47.96 +0.02 (+0.04%)
(As of 04/22/2024)

Institutional Ownership Changes (13F Filings) for IQ Ultra Short Duration ETF (NYSEARCA:ULTR)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$237.22K
Number of
Institutional Sellers
(last 12 months)
0
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ULTR Institutional Buying and Selling by Quarter

IQ Ultra Short Duration ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Transcendent Capital Group LLC4,937$237K0.1%N/A1.646%
11/7/2023 Atlas Wealth LLC11,025$526K0.1%-12.3%2.205%
11/2/2023 1776 Wealth LLC130,152$6.22M3.3%-8.8%26.030%
8/2/2023 1776 Wealth LLC142,730$6.81M3.6%-1.7%28.546%
5/9/2023 Atlas Wealth LLC9,091$432K0.1%N/A0.758%
5/9/2023 1776 Wealth LLC145,246$6.90M4.1%+41.7%12.104%
5/12/2022 Capstone Triton Financial Group LLC18,055$866K0.6%+2.3%0.623%
11/17/2021 Capstone Triton Financial Group LLC5,805$287K0.2%N/A0.207%
(Data available from 1/1/2016 forward)

ULTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ULTR shares?

During the previous two years, the following institutional investors and hedge funds held shares of IQ Ultra Short Duration ETF shares: 1776 Wealth LLC ($6.22M), and Atlas Wealth LLC ($526K), Transcendent Capital Group LLC ($237K).Learn more on ULTR's institutional investors.

Which institutional investors have been buying IQ Ultra Short Duration ETF stock?

The following institutional investors have purchased IQ Ultra Short Duration ETF stock in the last 24 months: 1776 Wealth LLC ($42.75K), Atlas Wealth LLC ($9.09K), and Transcendent Capital Group LLC ($4.94K).

How much institutional buying is happening at IQ Ultra Short Duration ETF?

Institutional investors have bought a total of 56,776 shares in the last 24 months. This purchase volume represents approximately $2.70M in transactions.

Which IQ Ultra Short Duration ETF major shareholders have been selling company stock?

The following institutional investors have sold IQ Ultra Short Duration ETF stock in the last 24 months: 1776 Wealth LLC ($15.09K), and Atlas Wealth LLC ($1.55K).

How much institutional selling is happening at IQ Ultra Short Duration ETF?

Institutional investors have sold a total of 16,647 shares in the last 24 months. This volume of shares sold represents approximately $794.89K in transactions.



This page (NYSEARCA:ULTR) was last updated on 12/22/2024 by MarketBeat.com Staff
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