Purchases and Sales Made in Q1 2025 in Indexiq ETF Tr Iq Candriam Esg (IQSU)
This table provides information about the institutional ownership of Indexiq ETF Tr Iq Candriam Esg (IQSU) during Q1 2025. The information is specifically focused on institutions that hold shares of INDEXIQ ETF TR IQ CANDRIAM ESG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50.4KNew |
$2.24M - $2.52M
|
50.4K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 177.74% |
$643K - $724K
|
22.6K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
10.2K+ 47.94% |
$456K - $513K
|
31.6K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.33K+ 10.19% |
$59.2K - $66.7K
|
14.4K
$695K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
783+ 5.24% |
$34.8K - $39.2K
|
15.7K
$760K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
499+ 25.16% |
$22.2K - $25K
|
2.48K
$120K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
14+ 0.27% |
$623 - $701
|
5.12K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.64% |
$178 - $200
|
627
$30.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1- 0.01% |
$44.5 - $50.1
|
15.7K
$757K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37- 1.08% |
$1.65K - $1.85K
|
3.4K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-38- 2.45% |
$1.69K - $1.9K
|
1.51K
$73.1K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-243- 2.59% |
$10.8K - $12.2K
|
9.13K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.34K- 11.16% |
$59.5K - $67K
|
10.6K
$514K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.44K- 21.05% |
$64.1K - $72.2K
|
5.41K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.46K- 3.82% |
$64.9K - $73.1K
|
36.8K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.95K- 18.34% |
$131K - $148K
|
13.1K
$634K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.81K- 31.81% |
$169K - $191K
|
8.16K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.52K- 51.62% |
$201K - $226K
|
4.23K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.6K- 30.87% |
$205K - $230K
|
10.3K
$497K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.3K- 18.1% |
$280K - $315K
|
28.5K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-68.3K- 1.27% |
$3.04M - $3.42M
|
5.32M
$257M
|