Latest Institutional Transactions on Indexiq ETF Tr Iq Candriam Esg (IQSU)
This table provides information on the latest institutional transactions involving Indexiq ETF Tr Iq Candriam Esg (IQSU) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3+ 0.07% |
$141 - $152
|
4.23K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-700- 4.49% |
$32.8K - $35.5K
|
14.9K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.95K+ 13.84% |
$91.5K - $99K
|
16.1K
$784K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.8K- 6.82% |
$131K - $142K
|
38.3K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.55K- 11.42% |
$72.4K - $78.3K
|
12K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.4K+ 68.73% |
$65.6K - $71K
|
3.44K
$168K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.74K- 8.88% |
$81.7K - $88.4K
|
17.9K
$873K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2K+ 10.3% |
$93.6K - $101K
|
21.4K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.13KNew |
$381K - $412K
|
8.13K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-190- 8.05% |
$8.91K - $9.63K
|
2.17K
$106K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-344- 18.14% |
$16.1K - $17.4K
|
1.55K
$75.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.32K- 6.24% |
$109K - $117K
|
34.8K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-526- 7.13% |
$24.7K - $26.7K
|
6.85K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
796+ 18.46% |
$37.3K - $40.4K
|
5.11K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.38KNew |
$439K - $475K
|
9.38K
$458K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-28.6K- 0.53% |
$1.34M - $1.45M
|
5.39M
$263M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-777- 4.94% |
$36.4K - $39.4K
|
15K
$730K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.19K- 2.26% |
$55.5K - $60.1K
|
51.2K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.69K- 9.72% |
$79.1K - $85.6K
|
15.7K
$765K
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
13.1KNew |
$612K - $662K
|
13.1K
$637K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.48K+ 16.49% |
$107K - $119K
|
17.5K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.79KNew |
$337K - $373K
|
7.79K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
206+ 171.67% |
$8.91K - $9.86K
|
326
$15.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.16% |
$43.2 - $47.9
|
623
$30.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13+ 0.12% |
$562 - $622
|
11.2K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
87New |
$3.76K - $4.16K
|
87
$4.25K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
730+ 8.44% |
$31.6K - $34.9K
|
9.38K
$458K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
109+ 0.2% |
$4.59K - $4.97K
|
54.3K
$2.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-466- 3.57% |
$19.6K - $21.2K
|
12.6K
$614K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-545- 5.86% |
$22.9K - $24.9K
|
8.75K
$427K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
134+ 0.25% |
$5.49K - $5.94K
|
53.1K
$2.59M
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Bank Of Italy
|
BUY
|
- |
708K+ 64.48% |
$25.4M - $29.7M
|
1.81M
$88.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.95KNew |
$70.1K - $81.9K
|
1.95K
$95.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.71K+ 6.8% |
$241K - $282K
|
105K
$5.14M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.98KNew |
$73.7K - $79.2K
|
1.98K
$96.8K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-271K- 97.42% |
$9.41M - $10.5M
|
7.18K
$350K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
206New |
$6.51K - $7.32K
|
206
$10.1K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.1KNew |
$432K - $528K
|
14.1K
$687K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.7K- 39.04% |
$651K - $818K
|
32.4K
$1.58M
|
|
| Q1 2022 | |||||||
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.14KClosed |
$184K - $215K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.14KClosed |
$184K - $215K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-51.6KClosed |
$1.76M - $1.9M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-198KClosed |
$5.55M - $6.4M
|
0
$0
|
|