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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.2KNew |
$2.22M - $2.41M
|
54.2K
$2.55M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.8K+ 4.85% |
$73.7K - $79.8K
|
38.9K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
268+ 14.22% |
$11K - $11.9K
|
2.15K
$101K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
134+ 0.25% |
$5.49K - $5.94K
|
53.1K
$2.5M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.7K- 29.15% |
$439K - $476K
|
26.1K
$1.23M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.57KNew |
$310K - $336K
|
7.57K
$356K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.55KNew |
$146K - $158K
|
3.55K
$167K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7- 0.05% |
$287 - $311
|
13K
$613K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.91K- 25.49% |
$324K - $351K
|
23.1K
$1.09M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
167+ 36.78% |
$6.84K - $7.41K
|
621
$29.2K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.72K+ 8.83% |
$275K - $298K
|
82.9K
$3.9M
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-50- 0.09% |
$2.05K - $2.22K
|
56.5K
$2.66M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.15K+ 51.58% |
$211K - $228K
|
15.1K
$711K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-174K- 2.67% |
$7.11M - $7.7M
|
6.32M
$297M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.61K+ 16.72% |
$65.9K - $71.4K
|
11.2K
$529K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.76K- 21.64% |
$113K - $122K
|
10K
$470K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.08K+ 17.59% |
$44K - $47.7K
|
7.19K
$338K
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
991+ 11.93% |
$35.6K - $41.6K
|
9.3K
$437K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.1KNew |
$758K - $886K
|
21.1K
$993K
|
|
Feb 06, 2024
Q4 2023
|
Bank Of Italy
|
BUY
|
- |
708K+ 64.48% |
$25.4M - $29.7M
|
1.81M
$84.9M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
825+ 12.84% |
$29.6K - $34.6K
|
7.25K
$341K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.95KNew |
$70.1K - $81.9K
|
1.95K
$91.7K
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.71K+ 6.8% |
$241K - $282K
|
105K
$4.95M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 3.57% |
$40.9K - $47.7K
|
33K
$1.55M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.98KNew |
$73.7K - $79.2K
|
1.98K
$93.3K
|
|
Q2 2023 | |||||||
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-271K- 97.42% |
$9.41M - $10.5M
|
7.18K
$338K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
309+ 21.95% |
$10.7K - $12K
|
1.72K
$80.8K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8KNew |
$1.24M - $1.39M
|
35.8K
$1.68M
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
206New |
$6.51K - $7.32K
|
206
$9.69K
|
|
Q3 2022 | |||||||
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.1KNew |
$444K - $528K
|
14.1K
$662K
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-14.6K- 49.15% |
$460K - $547K
|
15.1K
$709K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.7K- 39.04% |
$651K - $818K
|
32.4K
$1.52M
|
|
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
|