Kwb Wealth Indexiq ETF Tr Iq Candriam Esg Transaction History

Kwb Wealth

$806 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$35.93 - $41.99 $240,946 - $281,584	6,706 Added 6.8%	105,253 $4.42 Million
Q3 2023 Oct 10, 2023	SELL	$37.18 - $39.94 $128,122 - $137,633	-3,446 Reduced 3.38%	98,547 $3.68 Million
Q2 2023 Jul 24, 2023	SELL	$34.67 - $38.79 $4.59 Million - $5.14 Million	-132,492 Reduced 56.5%	101,993 $3.96 Million
Q1 2023 Apr 07, 2023	BUY	$31.61 - $35.55 $245,609 - $276,223	7,770 Added 3.43%	234,485 $8.27 Million
Q4 2022 Feb 09, 2023	SELL	$30.39 - $34.54 $357,751 - $406,604	-11,772 Reduced 4.94%	226,715 $7.25 Million
Q3 2022 Nov 10, 2022	BUY	$30.69 - $37.51 $2.08 Million - $2.55 Million	67,857 Added 39.77%	238,487 $7.32 Million
Q2 2022 Aug 10, 2022	BUY	$31.37 - $39.46 $5.35 Million - $6.73 Million	170,630 New	170,630 $5.51 Million

Others Institutions Holding IQSU

# of Institutions

28

Shares Held

7.56M

Call Options Held

0

Put Options Held

0

New York Life Investment Management LLC New York, NY

5.42M
Shares

$267 Million
2.69% of portfolio
Bank Of Italy

1.81M
Shares

$88.9 Million
3.55% of portfolio
Boston Financial Mangement LLC Boston, MA

52.4K
Shares

$2.58 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

41.1K
Shares

$2.02 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

37.1K
Shares

$1.83 Million
0.0% of portfolio

About INDEXIQ ETF TR IQ CANDRIAM ESG

Ticker IQSU
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