Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.4K+ 99.29% |
$893K - $1.11M
|
45K
$2.39M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.48K+ 51.44% |
$218K - $272K
|
16.1K
$857K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.41K+ 100.15% |
$136K - $169K
|
6.81K
$362K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.05K+ 11.47% |
$41.8K - $52K
|
10.2K
$541K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
300+ 0.6% |
$12K - $14.9K
|
50.7K
$2.69M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
224+ 1.71% |
$8.92K - $11.1K
|
13.3K
$710K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
129+ 5.2% |
$5.14K - $6.4K
|
2.61K
$139K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97+ 6.41% |
$3.86K - $4.81K
|
1.61K
$85.7K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
47+ 0.3% |
$1.87K - $2.33K
|
15.8K
$839K
|
|
Aug 08, 2025
Q2 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
24+ 0.17% |
$956 - $1.19K
|
14.4K
$767K
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
14+ 0.27% |
$558 - $694
|
5.14K
$273K
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
10+ 0.24% |
$398 - $496
|
4.24K
$226K
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.64% |
$159 - $198
|
629
$33.5K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2- 0.32% |
$79.7 - $99.2
|
625
$33.2K
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-167- 0.93% |
$6.65K - $8.28K
|
17.7K
$942K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-167- 7.69% |
$6.65K - $8.28K
|
2K
$107K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-354- 0.96% |
$14.1K - $17.6K
|
36.4K
$1.94M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-716- 4.57% |
$28.5K - $35.5K
|
15K
$795K
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.43K- 29.76% |
$96.7K - $120K
|
5.73K
$305K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.83K- 9.92% |
$113K - $140K
|
25.7K
$1.37M
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.1K- 49.51% |
$203K - $253K
|
5.2K
$277K
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-589K- 11.08% |
$23.5M - $29.2M
|
4.73M
$252M
|