Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.4KNew |
$1.98M - $2.13M
|
53.4K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13KNew |
$483K - $519K
|
13K
$638K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.95K+ 7.91% |
$184K - $198K
|
67.5K
$3.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.65K+ 10.62% |
$136K - $146K
|
38K
$1.86M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.22K+ 11.27% |
$120K - $129K
|
31.8K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.76K+ 5.46% |
$103K - $110K
|
53.4K
$2.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.22K+ 25.07% |
$82.5K - $88.7K
|
11.1K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.98KNew |
$73.7K - $79.2K
|
1.98K
$97.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6- 0.06% |
$223 - $240
|
9.4K
$461K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-64- 98.46% |
$2.38K - $2.56K
|
1
$49
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-656- 25.9% |
$24.4K - $26.2K
|
1.88K
$92K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.5K- 29.03% |
$93K - $99.9K
|
6.11K
$300K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.45K- 3.38% |
$128K - $138K
|
98.5K
$4.83M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.4M- 16.96% |
$52.2M - $56M
|
6.87M
$337M
|