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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.41K+ 100.15% |
$136K - $169K
|
6.81K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
300+ 0.6% |
$12K - $14.9K
|
50.7K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.05K+ 11.47% |
$41.8K - $52K
|
10.2K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-354- 0.96% |
$14.1K - $17.6K
|
36.4K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.1K- 49.51% |
$203K - $253K
|
5.2K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.48K+ 51.44% |
$218K - $272K
|
16.1K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.43K- 29.76% |
$96.7K - $120K
|
5.73K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
129+ 5.2% |
$5.14K - $6.4K
|
2.61K
$132K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2- 0.32% |
$79.7 - $99.2
|
625
$31.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97+ 6.41% |
$3.86K - $4.81K
|
1.61K
$81.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-167- 0.93% |
$6.65K - $8.28K
|
17.7K
$893K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-167- 7.69% |
$6.65K - $8.28K
|
2K
$101K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.83K- 9.92% |
$113K - $140K
|
25.7K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
14+ 0.27% |
$558 - $694
|
5.14K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-716- 4.57% |
$28.5K - $35.5K
|
15K
$754K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
10+ 0.24% |
$398 - $496
|
4.24K
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
24+ 0.17% |
$956 - $1.19K
|
14.4K
$726K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-589K- 11.08% |
$23.5M - $29.2M
|
4.73M
$238M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.4K+ 99.29% |
$893K - $1.11M
|
45K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
224+ 1.71% |
$8.92K - $11.1K
|
13.3K
$672K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
47+ 0.3% |
$1.87K - $2.33K
|
15.8K
$795K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
10.2K+ 47.94% |
$456K - $513K
|
31.6K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.44K- 21.05% |
$64.1K - $72.2K
|
5.41K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.52K- 51.62% |
$201K - $226K
|
4.23K
$213K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.19K- 2.26% |
$55.5K - $60.1K
|
51.2K
$2.58M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.48K+ 16.49% |
$107K - $119K
|
17.5K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
206+ 171.67% |
$8.91K - $9.86K
|
326
$16.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.79KNew |
$337K - $373K
|
7.79K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
87New |
$3.76K - $4.16K
|
87
$4.38K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
730+ 8.44% |
$31.6K - $34.9K
|
9.38K
$473K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
109+ 0.2% |
$4.59K - $4.97K
|
54.3K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-466- 3.57% |
$19.6K - $21.2K
|
12.6K
$634K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
134+ 0.25% |
$5.49K - $5.94K
|
53.1K
$2.67M
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Bank Of Italy
|
BUY
|
- |
708K+ 64.48% |
$25.4M - $29.7M
|
1.81M
$91M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.95KNew |
$70.1K - $81.9K
|
1.95K
$98.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.71K+ 6.8% |
$241K - $282K
|
105K
$5.3M
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-271K- 97.42% |
$9.41M - $10.5M
|
7.18K
$362K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
206New |
$6.51K - $7.32K
|
206
$10.4K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.1KNew |
$432K - $528K
|
14.1K
$709K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.7K- 39.04% |
$651K - $818K
|
32.4K
$1.63M
|
|
| Q1 2022 | |||||||
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.14KClosed |
$184K - $215K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management 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
|
|