Latest Institutional Transactions on Indexiq ETF Trust Iq Cbre Next (ROOF)
This table provides information on the latest institutional transactions involving Indexiq ETF Trust Iq Cbre Next (ROOF) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-9Closed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200New |
N/A
|
200
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-370Closed |
N/A
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.4K- 3.75% |
N/A
|
61.6K
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-19KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
59New |
N/A
|
59
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-13.8KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.18KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-51Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.96KClosed |
N/A
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
1+ 0.16% |
N/A
|
623
$0
|
|
| Q2 2020 | |||||||
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.98KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-13.6KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-37.6KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-132Closed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-21.4KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
N/A
|
25
$0
|
|
| Q4 2019 | |||||||
|
Feb 06, 2020
Q4 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-32KClosed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.66KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Pacific Sun Financial Corp
|
SELL
|
- |
-9.36KClosed |
N/A
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-129Closed |
N/A
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-280Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 09, 2019
Q1 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-289Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 29, 2019
Q4 2018
|
Nvwm, LLC
|
SELL
|
- |
-88Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24New |
N/A
|
24
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-573Closed |
N/A
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35.5KClosed |
N/A
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.9KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-592Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 30, 2018
Q1 2018
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.13KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24.5KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Xponance, Inc.
|
SELL
|
- |
-17.1KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Jan 03, 2024
Q3 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-156Closed |
N/A
|
0
$0
|
|
| Q2 2016 | |||||||
|
Jun 03, 2019
Q2 2016
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1KNew |
N/A
|
1.1K
$0
|
|