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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
174K+ 77.62% |
$4.38M - $4.86M
|
398K
$10.8M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
12+ 0.26% |
$302 - $335
|
4.64K
$125K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.36K- 4.12% |
$59.3K - $65.9K
|
55K
$1.49M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.39K+ 3.53% |
$34.9K - $38.7K
|
40.7K
$1.1M
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.26K+ 2.99% |
$132K - $147K
|
181K
$4.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-109K- 76.26% |
$2.74M - $3.04M
|
33.9K
$917K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 1.23% |
$81.8K - $90.9K
|
268K
$7.24M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.6K+ 3.23% |
$895K - $994K
|
1.14M
$30.8M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.36K+ 4.31% |
$185K - $205K
|
178K
$4.81M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
16.4K+ 7.42% |
$411K - $457K
|
237K
$6.4M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.9K- 12.97% |
$47.8K - $53.1K
|
12.8K
$345K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.24K+ 11.99% |
$31K - $34.5K
|
11.5K
$312K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-298K- 10.63% |
$7.68M - $8.19M
|
2.5M
$67.6M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.2K+ 18.27% |
$82.5K - $88K
|
20.7K
$560K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.49K+ 2.52% |
$168K - $179K
|
264K
$7.14M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.8KNew |
$1.39M - $1.48M
|
53.8K
$1.46M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.5K+ 61.51% |
$90.2K - $96.2K
|
9.18K
$248K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.19KNew |
$108K - $115K
|
4.19K
$113K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
651K+ 62.8% |
$16.8M - $17.9M
|
1.69M
$45.6M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
188K+ 19.5% |
$4.86M - $5.19M
|
1.15M
$31.2M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.3KNew |
$782K - $834K
|
30.3K
$819K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.55K+ 7.68% |
$169K - $180K
|
91.9K
$2.49M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.13K- 3.24% |
$210K - $224K
|
243K
$6.56M
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
302+ 0.36% |
$7.79K - $8.31K
|
84.6K
$2.29M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-55.3K- 79.82% |
$1.43M - $1.52M
|
14K
$378K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-102K- 99.62% |
$2.63M - $2.8M
|
391
$10.6K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 7.37% |
$92.6K - $98.8K
|
45.1K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73K- 41.43% |
$1.88M - $2.01M
|
103K
$2.79M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7K+ 13.02% |
$181K - $193K
|
60.7K
$1.64M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
203K+ 15.07% |
$5.23M - $5.57M
|
1.55M
$41.8M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
139K+ 70.52% |
$3.59M - $3.83M
|
336K
$9.09M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-18.1K- 17.8% |
$467K - $498K
|
83.5K
$2.26M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-3.5K- 34.32% |
$90.4K - $96.4K
|
6.7K
$181K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.6KNew |
$454K - $484K
|
17.6K
$476K
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
101K+ 123.3% |
$2.6M - $2.77M
|
182K
$4.93M
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
97New |
$2.5K - $2.67K
|
97
$2.62K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57K+ 69.68% |
$1.47M - $1.57M
|
139K
$3.75M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.31K+ 5.15% |
$85.3K - $91K
|
67.5K
$1.82M
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-34.5K- 53.31% |
$891K - $950K
|
30.2K
$817K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 176.39% |
$411K - $438K
|
24.9K
$674K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.26K+ 10.1% |
$162K - $172K
|
68.2K
$1.85M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.31K+ 6.85% |
$59.6K - $63.5K
|
36K
$973K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 15.5% |
$3.24M - $3.46M
|
936K
$25.3M
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
14K+ 134.75% |
$362K - $386K
|
24.4K
$660K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
66.8KNew |
$1.72M - $1.84M
|
66.8K
$1.81M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-303K- 6.83% |
$7.83M - $8.35M
|
4.14M
$112M
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.72K+ 0.63% |
$96K - $102K
|
595K
$16.1M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
59.7KNew |
$1.54M - $1.64M
|
59.7K
$1.61M
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
8.52KNew |
$220K - $234K
|
8.52K
$230K
|