Purchases and Sales Made in Q1 2024 in Indexiq ETF Tr Iq Candriam Esg (IQSU)
This table provides information about the institutional ownership of Indexiq ETF Tr Iq Candriam Esg (IQSU) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.2KNew |
$2.22M - $2.41M
|
54.2K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.31KNew |
$340K - $368K
|
8.31K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.57KNew |
$310K - $336K
|
7.57K
$371K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.72K+ 8.83% |
$275K - $298K
|
82.9K
$4.07M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.15K+ 51.58% |
$211K - $228K
|
15.1K
$741K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.55KNew |
$146K - $158K
|
3.55K
$174K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.8K+ 4.85% |
$73.7K - $79.8K
|
38.9K
$1.91M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.61K+ 16.72% |
$65.9K - $71.4K
|
11.2K
$551K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.08K+ 17.59% |
$44K - $47.7K
|
7.19K
$352K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
268+ 14.22% |
$11K - $11.9K
|
2.15K
$106K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
268+ 14.22% |
$11K - $11.9K
|
2.15K
$106K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
167+ 36.78% |
$6.84K - $7.41K
|
621
$30.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
134+ 0.25% |
$5.49K - $5.94K
|
53.1K
$2.6M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
115+ 5.64% |
$4.71K - $5.1K
|
2.15K
$106K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7- 0.05% |
$287 - $311
|
13K
$639K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-50- 0.09% |
$2.05K - $2.22K
|
56.5K
$2.77M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-293- 0.89% |
$12K - $13K
|
32.7K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.76K- 21.64% |
$113K - $122K
|
10K
$490K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.91K- 25.49% |
$324K - $351K
|
23.1K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.7K- 29.15% |
$439K - $476K
|
26.1K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-174K- 2.67% |
$7.11M - $7.7M
|
6.32M
$310M
|