Purchases and Sales Made in Q4 2024 in Indexiq Iq 50 Percent Hedged F (HFXI)
This table provides information about the institutional ownership of Indexiq Iq 50 Percent Hedged F (HFXI) during Q4 2024. The information is specifically focused on institutions that hold shares of INDEXIQ IQ 50 PERCENT HEDGED F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
144K+ 10.21% |
$3.72M - $3.98M
|
1.56M
$42.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44KNew |
$1.13M - $1.21M
|
44K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40.2K+ 123.2% |
$1.04M - $1.11M
|
72.8K
$1.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
33.3K+ 8.36% |
$859K - $918K
|
432K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
29.5K+ 12.45% |
$760K - $812K
|
266K
$7.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.8K+ 5.22% |
$329K - $352K
|
257K
$7.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
12K+ 29.61% |
$311K - $332K
|
52.7K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.45KNew |
$218K - $233K
|
8.45K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
7.56K+ 24.49% |
$195K - $208K
|
38.4K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.12K+ 3.44% |
$158K - $169K
|
184K
$5.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.5K+ 0.83% |
$38.7K - $41.3K
|
183K
$4.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
366+ 3.17% |
$9.44K - $10.1K
|
11.9K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
46+ 0.99% |
$1.19K - $1.27K
|
4.69K
$128K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-443- 2.25% |
$11.4K - $12.2K
|
19.3K
$524K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-800- 6.27% |
$20.6K - $22K
|
12K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.46K- 5.29% |
$37.6K - $40.2K
|
26.1K
$710K
|