Purchases and Sales Made in Q1 2024 in Indexiq ETF Tr Chaikin Us Smal (CSML)
This table provides information about the institutional ownership of Indexiq ETF Tr Chaikin Us Smal (CSML) during Q1 2024. The information is specifically focused on institutions that hold shares of INDEXIQ ETF TR CHAIKIN US SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.7KNew |
$1.23M - $1.33M
|
35.7K
$1.25M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.29KNew |
$216K - $235K
|
6.29K
$220K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.35K+ 17.62% |
$184K - $200K
|
35.7K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.35K+ 17.62% |
$184K - $200K
|
35.7K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.67K+ 8.18% |
$126K - $137K
|
48.5K
$1.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
740+ 0.81% |
$25.4K - $27.6K
|
92.5K
$3.23M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
600+ 77.92% |
$20.6K - $22.4K
|
1.37K
$47.9K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
594+ 1.44% |
$20.4K - $22.2K
|
41.8K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
325New |
$11.2K - $12.1K
|
325
$11.4K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
177+ 30.94% |
$6.09K - $6.6K
|
749
$26.2K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 0.38% |
$860 - $932
|
6.63K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3- 1.17% |
$103 - $112
|
254
$8.88K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-190- 0.58% |
$6.53K - $7.09K
|
32.4K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-267- 2.87% |
$9.18K - $9.96K
|
9.04K
$316K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.62K- 6.4% |
$55.7K - $60.5K
|
23.7K
$828K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.8K- 32.31% |
$96.3K - $104K
|
5.87K
$205K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.83K- 37.34% |
$304K - $330K
|
14.8K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15K- 2.73% |
$516K - $560K
|
534K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.5K- 9.79% |
$532K - $577K
|
143K
$4.98M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-394K- 9.73% |
$13.5M - $14.7M
|
3.66M
$128M
|