Purchases and Sales Made in Q2 2025 in Indexiq Active ETF Tr Iq Winsl (IWLG)
This table provides information about the institutional ownership of Indexiq Active ETF Tr Iq Winsl (IWLG) during Q2 2025. The information is specifically focused on institutions that hold shares of INDEXIQ ACTIVE ETF TR IQ WINSL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.2K+ 119.07% |
$1.12M - $1.51M
|
53.8K
$2.83M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.57KNew |
$98.4K - $133K
|
2.57K
$135K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.1K- 3.04% |
$119K - $161K
|
98.9K
$5.2M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.11K- 82.55% |
$157K - $212K
|
868
$45.7K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.53K- 39.67% |
$173K - $234K
|
6.88K
$362K
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-107K- 4.64% |
$4.09M - $5.54M
|
2.2M
$116M
|