A detailed history of Great Valley Advisor Group, Inc. transactions in Indexiq ETF Tr Iq Candriam Esg stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 11,154 shares of IQSU stock, worth $526,134. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,154
Previous 11,237 0.74%
Holding current value
$526,134
Previous $498,000 1.81%
% of portfolio
0.01%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$42.1 - $45.6 $3,494 - $3,784
-83 Reduced 0.74%
11,154 $507,000
Q1 2024

May 03, 2024

BUY
$40.96 - $44.36 $65,945 - $71,419
1,610 Added 16.72%
11,237 $498,000
Q4 2023

Feb 05, 2024

BUY
$35.93 - $41.99 $8,299 - $9,699
231 Added 2.46%
9,627 $404,000
Q3 2023

Nov 06, 2023

SELL
$37.18 - $39.94 $223 - $239
-6 Reduced 0.06%
9,396 $351,000
Q2 2023

Aug 10, 2023

SELL
$34.67 - $38.79 $10,643 - $11,908
-307 Reduced 3.16%
9,402 $364,000
Q1 2023

May 02, 2023

BUY
$31.61 - $35.55 $63,820 - $71,775
2,019 Added 26.25%
9,709 $342,000
Q4 2022

Jan 31, 2023

BUY
$30.39 - $34.54 $7,992 - $9,084
263 Added 3.54%
7,690 $245,000
Q3 2022

Oct 21, 2022

BUY
$30.69 - $37.51 $227,934 - $278,586
7,427 New
7,427 $228,000

Others Institutions Holding IQSU

About INDEXIQ ETF TR IQ CANDRIAM ESG


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

Track Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. 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 Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.