A detailed history of Boston Financial Mangement LLC transactions in Indexiq ETF Tr Iq Candriam Esg stock. As of the latest transaction made, Boston Financial Mangement LLC holds 20,987 shares of IQSI stock, worth $617,227. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,987
Previous 21,007 0.1%
Holding current value
$617,227
Previous $587,000 6.64%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$27.4 - $30.04 $548 - $600
-20 Reduced 0.1%
20,987 $626,000
Q4 2023

Feb 12, 2024

SELL
$24.56 - $28.29 $34,605 - $39,860
-1,409 Reduced 6.29%
21,007 $587,000
Q3 2023

Nov 09, 2023

BUY
$25.6 - $27.94 $27,468 - $29,979
1,073 Added 5.03%
22,416 $576,000
Q2 2023

Aug 07, 2023

BUY
$26.43 - $28.01 $59,863 - $63,442
2,265 Added 11.87%
21,343 $580,000
Q1 2023

May 12, 2023

BUY
$24.87 - $27.04 $140,888 - $153,181
5,665 Added 42.24%
19,078 $506,000
Q4 2022

Jan 27, 2023

BUY
$22.47 - $25.64 $51,231 - $58,459
2,280 Added 20.48%
13,413 $0
Q3 2022

Nov 09, 2022

BUY
N/A
610 Added 5.8%
11,133 $234,000
Q2 2022

Aug 08, 2022

BUY
N/A
10,523 New
10,523 $248,000

Others Institutions Holding IQSI

About INDEXIQ ETF TR IQ CANDRIAM ESG


  • Ticker IQSI
  • Sector ETFs
  • Industry ETFs
More about IQSI
Track This Portfolio

Track Boston Financial Mangement LLC Portfolio

Follow Boston Financial Mangement LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Financial Mangement LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Financial Mangement LLC with notifications on news.