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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.4K- 6.34% |
$36.4K - $39.8K
|
20.7K
$613K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-48.7K- 85.77% |
$1.27M - $1.38M
|
8.08K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.6K+ 35.13% |
$664K - $726K
|
98.3K
$2.91M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.99K+ 3.53% |
$51.7K - $56.5K
|
58.3K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
72.8K+ 11.54% |
$1.89M - $2.07M
|
704K
$20.9M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13.7K- 25.92% |
$355K - $388K
|
39.1K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
331KNew |
$8.6M - $9.4M
|
331K
$9.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48.3K+ 8.64% |
$1.26M - $1.37M
|
607K
$18M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.9KNew |
$361K - $395K
|
13.9K
$412K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.1K+ 8.61% |
$443K - $485K
|
215K
$6.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
38K+ 31.83% |
$987K - $1.08M
|
157K
$4.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
563+ 2.91% |
$14.6K - $16K
|
19.9K
$591K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.58K- 34.14% |
$171K - $187K
|
12.7K
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
475New |
$12.3K - $13.5K
|
475
$14.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-146K- 54.69% |
$3.78M - $4.14M
|
121K
$3.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44.5K- 50.0% |
$1.16M - $1.26M
|
44.5K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.63K+ 7.34% |
$146K - $160K
|
82.4K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
484New |
$12.6K - $13.8K
|
484
$14.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
317+ 0.17% |
$8.24K - $9.01K
|
184K
$5.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
4.91K+ 1.14% |
$128K - $140K
|
437K
$12.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
946New |
$24.6K - $26.9K
|
946
$28K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
645New |
$16.8K - $18.3K
|
645
$19.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
651+ 1.69% |
$16.9K - $18.5K
|
39.1K
$1.16M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.9K- 24.33% |
$1.16M - $1.24M
|
140K
$4.14M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
14.1KNew |
$364K - $389K
|
14.1K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
201New |
$5.18K - $5.54K
|
201
$5.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.19K- 41.33% |
$56.6K - $60.5K
|
3.12K
$92.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
303+ 312.37% |
$7.81K - $8.35K
|
400
$11.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.11K+ 5.87% |
$209K - $223K
|
146K
$4.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
445New |
$11.5K - $12.3K
|
445
$13.2K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.46K- 5.29% |
$37.6K - $40.2K
|
26.1K
$773K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
144K+ 10.21% |
$3.72M - $3.98M
|
1.56M
$46.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-800- 6.27% |
$20.6K - $22K
|
12K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
46+ 0.99% |
$1.19K - $1.27K
|
4.69K
$139K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-5.51K- 82.23% |
$139K - $154K
|
1.19K
$35.3K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
590New |
$14.8K - $16.5K
|
590
$17.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
208KNew |
$5.23M - $5.81M
|
208K
$6.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
42.3K+ 23.17% |
$1.06M - $1.18M
|
225K
$6.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.6K+ 3.23% |
$895K - $994K
|
1.14M
$33.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 1.23% |
$81.8K - $90.9K
|
268K
$7.94M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-8.17K- 4.53% |
$211K - $225K
|
172K
$5.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.8KNew |
$1.39M - $1.48M
|
53.8K
$1.59M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
93.3KNew |
$2.28M - $2.51M
|
93.3K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.3KNew |
$349K - $384K
|
14.3K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
375New |
$9.15K - $10.1K
|
375
$11.1K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61New |
$1.49K - $1.64K
|
61
$1.81K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.33K+ 11.69% |
$32.6K - $35.9K
|
12.7K
$378K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
7.7KNew |
$188K - $207K
|
7.7K
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-73.4K- 14.21% |
$1.79M - $1.97M
|
443K
$13.1M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
71.5KNew |
$1.58M - $1.78M
|
71.5K
$2.12M
|
|