Ifp Advisors, Inc Indexiq ETF Tr Chaikin Us Smal Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 06, 2021	SELL	$33.27 - $36.0 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$34.11 - $36.95 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$28.78 - $36.36 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$22.43 - $29.52 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$20.77 - $23.92 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$15.49 - $24.12 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$14.38 - $28.0 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	SELL	$24.21 - $27.55 $126,013 - $143,397	-5,205 Closed	0 $0
Q3 2019 Nov 07, 2019	SELL	$23.14 - $26.0 $145,296 - $163,254	-6,279 Reduced 54.68%	5,205 $134,000
Q1 2019 May 15, 2019	SELL	$22.35 - $26.89 $36,810 - $44,287	-1,647 Reduced 12.54%	11,484 $288,000
Q4 2018 Jan 23, 2019	SELL	$21.19 - $27.9 $93,320 - $122,871	-4,404 Reduced 25.12%	13,131 $293,000
Q3 2018 Oct 25, 2018	SELL	$28.23 - $29.65 $44,829 - $47,084	-1,588 Reduced 8.3%	17,535 $0
Q2 2018 Aug 07, 2018	BUY	$26.59 - $29.8 $132,763 - $148,791	4,993 Added 35.34%	19,123 $0
Q1 2018 Jun 03, 2019	SELL	$26.7 - $29.45 $178,008 - $196,343	-6,667 Reduced 32.06%	14,130 $396,000
Q1 2018 May 09, 2018	BUY	$26.7 - $29.45 $178,008 - $196,343	6,667 Added 47.18%	20,797 $0
Q4 2017 Jan 24, 2018	BUY	$26.79 - $28.58 $187,637 - $200,174	7,004 Added 98.29%	14,130 $0
Q3 2017 Oct 30, 2017	SELL	$26.2 - $26.84 $114,179 - $116,968	-4,358 Reduced 37.95%	7,126 $191,000
Q1 2016 Jun 03, 2019	BUY	N/A	11,484	11,484 $288,000

Others Institutions Holding CSML

# of Institutions

1

Shares Held

285

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

285
Shares

$9,960
0.0% of portfolio

About INDEXIQ ETF TR CHAIKIN US SMAL

Ticker CSML
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