Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Bank Of Italy
|
BUY
|
- |
708K+ 64.48% |
$25.4M - $29.7M
|
1.81M
$88.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
31KNew |
$1.11M - $1.3M
|
31K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.8K+ 42.79% |
$820K - $959K
|
76.2K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.1KNew |
$758K - $886K
|
21.1K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.98KNew |
$358K - $419K
|
9.98K
$489K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.71K+ 6.8% |
$241K - $282K
|
105K
$5.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.95KNew |
$70.1K - $81.9K
|
1.95K
$95.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.68K+ 15.18% |
$60.4K - $70.6K
|
12.8K
$625K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 3.57% |
$40.9K - $47.7K
|
33K
$1.62M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
991+ 11.93% |
$35.6K - $41.6K
|
9.3K
$456K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
825+ 12.84% |
$29.6K - $34.6K
|
7.25K
$355K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
231+ 2.46% |
$8.3K - $9.7K
|
9.63K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50+ 12.38% |
$1.8K - $2.1K
|
454
$22.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
43+ 0.33% |
$1.54K - $1.81K
|
13K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8+ 0.43% |
$287 - $336
|
1.89K
$92.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-153- 7.51% |
$5.5K - $6.42K
|
1.89K
$92.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-422- 0.79% |
$15.2K - $17.7K
|
52.9K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.25K- 3.28% |
$44.8K - $52.4K
|
36.8K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.07K- 5.29% |
$74.5K - $87.1K
|
37.1K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-10.9K- 16.2% |
$393K - $459K
|
56.5K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-380K- 5.53% |
$13.6M - $15.9M
|
6.49M
$318M
|