Purchases and Sales Made in Q1 2025 in Indexiq ETF Tr Iq Candriam Esg (IQSI)
This table provides information about the institutional ownership of Indexiq ETF Tr Iq Candriam Esg (IQSI) during Q1 2025. The information is specifically focused on institutions that hold shares of INDEXIQ ETF TR IQ CANDRIAM ESG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.2KNew |
$1.02M - $1.14M
|
36.2K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.7K+ 175.09% |
$892K - $993K
|
49.8K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.8KNew |
$446K - $496K
|
15.8K
$524K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.55K+ 14.48% |
$184K - $205K
|
51.8K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.83KNew |
$164K - $183K
|
5.83K
$193K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.92K+ 160.71% |
$110K - $123K
|
6.35K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.39K+ 15.5% |
$67.4K - $75K
|
17.8K
$590K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.28K+ 10.19% |
$64.2K - $71.5K
|
24.6K
$816K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.94K+ 13.36% |
$54.7K - $60.9K
|
16.5K
$545K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
11New |
$310 - $345
|
11
$364
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.28K- 4.95% |
$64.1K - $71.3K
|
43.6K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.8K- 98.94% |
$78.7K - $87.6K
|
30
$993
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.18K- 49.99% |
$89.4K - $99.5K
|
3.18K
$105K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.35K- 6.23% |
$94.4K - $105K
|
50.4K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-7.28K- 9.08% |
$205K - $228K
|
72.9K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-747K- 12.23% |
$21M - $23.4M
|
5.36M
$177M
|