Latest Institutional Transactions on Indexiq Iq 50 Percent Hedged F (HFXI)
This table provides information on the latest institutional transactions involving Indexiq Iq 50 Percent Hedged F (HFXI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.41MNew |
$35.5M - $39.4M
|
1.41M
$37.7M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.19K+ 3.93% |
$29.9K - $33.3K
|
31.5K
$841K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.22M+ 131.58% |
$55.8M - $62M
|
3.91M
$104M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-26.2K- 1.7% |
$659K - $732K
|
1.52M
$40.6M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.34K- 8.79% |
$184K - $205K
|
76.2K
$2.04M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.2K+ 47.93% |
$433K - $481K
|
53.2K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-522- 1.16% |
$13.1K - $14.6K
|
44.6K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
182+ 0.24% |
$4.57K - $5.08K
|
75K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.93K+ 5.36% |
$124K - $138K
|
96.8K
$2.59M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 12.59% |
$3.65M - $4.06M
|
1.3M
$34.7M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
782K+ 31.25% |
$19.6M - $21.8M
|
3.28M
$87.7M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.87K- 42.17% |
$97.3K - $108K
|
5.31K
$142K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6K+ 2.47% |
$151K - $168K
|
249K
$6.64M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.6K+ 497.33% |
$1.75M - $1.94M
|
83.6K
$2.23M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.37K+ 11.44% |
$59.5K - $66.1K
|
23.1K
$616K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.59K+ 45.37% |
$216K - $240K
|
27.5K
$735K
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.98K- 2.34% |
$49.7K - $55.2K
|
82.6K
$2.21M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-390- 99.74% |
$9.8K - $10.9K
|
1
$26.7
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15K+ 85.27% |
$377K - $419K
|
32.6K
$871K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26K+ 25.21% |
$654K - $727K
|
129K
$3.45M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.71K- 11.05% |
$169K - $187K
|
54K
$1.44M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-5.51K- 82.23% |
$139K - $154K
|
1.19K
$31.8K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-86.2K- 32.63% |
$2.17M - $2.41M
|
178K
$4.75M
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
447+ 5.25% |
$11.2K - $12.5K
|
8.97K
$240K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.48K- 21.88% |
$163K - $181K
|
23.1K
$618K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18+ 0.43% |
$452 - $503
|
4.21K
$113K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
90.9K+ 27.05% |
$2.29M - $2.54M
|
427K
$11.4M
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
32.4KNew |
$815K - $905K
|
32.4K
$866K
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.33K- 7.71% |
$58.5K - $65K
|
27.9K
$745K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
590New |
$14.8K - $16.5K
|
590
$15.8K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.6K+ 10.0% |
$2.35M - $2.61M
|
1.03M
$27.5M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.24K+ 7.67% |
$132K - $146K
|
73.5K
$1.96M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-586- 0.42% |
$14.7K - $16.4K
|
138K
$3.69M
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
14.5K+ 59.24% |
$364K - $404K
|
38.9K
$1.04M
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
13.8K+ 0.33% |
$346K - $385K
|
4.15M
$111M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.4K+ 222.3% |
$1.39M - $1.55M
|
80.3K
$2.15M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.5K+ 17.28% |
$290K - $322K
|
78.3K
$2.09M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-332- 0.56% |
$8.34K - $9.27K
|
59.4K
$1.59M
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
208KNew |
$5.23M - $5.81M
|
208K
$5.56M
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5.9K+ 0.99% |
$148K - $165K
|
601K
$16.1M
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.28K+ 4.34% |
$32.3K - $35.8K
|
30.9K
$825K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
42.3K+ 23.17% |
$1.06M - $1.18M
|
225K
$6M
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-7.29K- 27.01% |
$183K - $204K
|
19.7K
$526K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.72K+ 2.0% |
$93.4K - $104K
|
189K
$5.06M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73.5KNew |
$1.85M - $2.05M
|
73.5K
$1.96M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.4K- 0.97% |
$60.3K - $67K
|
245K
$6.53M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7.24K- 27.21% |
$182K - $202K
|
19.4K
$517K
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
174K+ 77.62% |
$4.38M - $4.86M
|
398K
$10.6M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
12+ 0.26% |
$302 - $335
|
4.64K
$124K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.36K- 4.12% |
$59.3K - $65.9K
|
55K
$1.47M
|