Purchases and Sales Made in Q3 2023 in Indexiq Active ETF Tr Iq Ultra (ULTR)
This table provides information about the institutional ownership of Indexiq Active ETF Tr Iq Ultra (ULTR) during Q3 2023. The information is specifically focused on institutions that hold shares of INDEXIQ ACTIVE ETF TR IQ ULTRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.5K+ 60.0% |
$214K - $215K
|
12K
$576K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.72K+ 17.04% |
$177K - $178K
|
25.5K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
385New |
$18.3K - $18.4K
|
385
$18.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
294+ 2.13% |
$14K - $14K
|
14.1K
$676K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 1.06% |
$142 - $143
|
285
$13.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-22- 0.19% |
$1.04K - $1.05K
|
11.8K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 13.57% |
$51.8K - $52.1K
|
6.94K
$333K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.55K- 12.35% |
$73.8K - $74.2K
|
11K
$529K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.4K- 19.62% |
$161K - $162K
|
13.9K
$667K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.08K- 36.27% |
$241K - $242K
|
8.92K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.8K- 46.62% |
$561K - $564K
|
13.5K
$648K
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
SELL
|
- |
-12.6K- 8.81% |
$597K - $601K
|
130K
$6.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31.3K- 66.71% |
$1.49M - $1.5M
|
15.6K
$749K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-96.8K- 59.11% |
$4.6M - $4.62M
|
67K
$3.21M
|