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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.3KNew |
$349K - $384K
|
14.3K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
375New |
$9.15K - $10.1K
|
375
$11.3K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61New |
$1.49K - $1.64K
|
61
$1.84K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.33K+ 11.69% |
$32.6K - $35.9K
|
12.7K
$385K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
7.7KNew |
$188K - $207K
|
7.7K
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-73.4K- 14.21% |
$1.79M - $1.97M
|
443K
$13.4M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
71.5KNew |
$1.58M - $1.78M
|
71.5K
$2.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10.1KNew |
$223K - $252K
|
10.1K
$305K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
325New |
$7.17K - $8.1K
|
325
$9.81K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.43% |
$23 - $24.5
|
236
$7.12K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-22- 0.24% |
$507 - $539
|
8.98K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.07KNew |
$93.8K - $99.8K
|
4.07K
$123K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-10.4K- 7.78% |
$239K - $252K
|
123K
$3.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.04KNew |
$24K - $25.4K
|
1.04K
$31.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
25.5KNew |
$587K - $620K
|
25.5K
$770K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57.4KNew |
$1.24M - $1.34M
|
57.4K
$1.73M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
800New |
$17.3K - $18.7K
|
800
$24.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-6.9K- 28.95% |
$133K - $154K
|
16.9K
$511K
|
|
| Q2 2022 | |||||||
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
20.1KNew |
$413K - $480K
|
20.1K
$606K
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-79.3KClosed |
$1.63M - $1.9M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.45K- 8.28% |
$29.9K - $34.8K
|
16.1K
$486K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13.4K- 16.58% |
$276K - $321K
|
67.5K
$2.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
275New |
$5.66K - $6.58K
|
275
$8.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.41KClosed |
$70.1K - $81.6K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-693- 62.26% |
$14.3K - $16.6K
|
420
$12.7K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-20.9KClosed |
$451K - $529K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-139KClosed |
$3M - $3.52M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-478KClosed |
$10.3M - $12.1M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-17.6KClosed |
$380K - $445K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-10.9KClosed |
$263K - $280K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.15KClosed |
$27.7K - $29.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-26.8KClosed |
$646K - $687K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38New |
$916 - $973
|
38
$1.15K
|
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
605New |
$14.6K - $15.5K
|
605
$18.3K
|
|
| Q4 2020 | |||||||
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 2.84% |
$268 - $320
|
507
$15.3K
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.4KClosed |
$315K - $336K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-463Closed |
$8.93K - $9.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
9.14KNew |
$148K - $186K
|
9.14K
$276K
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-748Closed |
$12.1K - $15.2K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Coldstream Capital Management Inc
|
SELL
|
- |
-289KClosed |
$4.67M - $5.87M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 01, 2020
Q1 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-9.14KClosed |
$137K - $203K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.6KClosed |
$293K - $434K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-42.9KClosed |
$642K - $950K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Bogart Wealth, LLC
|
SELL
|
- |
-780- 62.5% |
$15.4K - $17.2K
|
468
$14.1K
|
|
|
Jan 17, 2020
Q4 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.7KClosed |
$33.5K - $37.4K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-56.7KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
205New |
N/A
|
205
$6.19K
|
|
| Q2 2018 | |||||||
|
Aug 06, 2018
Q2 2018
|
Mackay Shields LLC
|
SELL
|
- |
-22.8MClosed |
N/A
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-114Closed |
N/A
|
0
$0
|
|