Latest Institutional Sells of Indexiq ETF Trust Iq Cbre Next (ROOF)
This list provides information on the latest institutional transactions involving Indexiq ETF Trust Iq Cbre Next (ROOF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-830K- 12.53% |
N/A
|
5.79M
$0
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.53K- 19.37% |
N/A
|
27.2K
$0
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.35K- 14.68% |
N/A
|
13.6K
$0
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-634- 58.27% |
N/A
|
454
$0
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-568- 3.93% |
N/A
|
13.9K
$0
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-200- 31.3% |
N/A
|
439
$0
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29- 0.1% |
N/A
|
28.4K
$0
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 0.9% |
N/A
|
1.44K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8- 0.06% |
N/A
|
12.6K
$0
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 3.03% |
N/A
|
12.8K
$0
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-149- 17.61% |
N/A
|
697
$0
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-876- 39.46% |
N/A
|
1.34K
$0
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44- 12.87% |
N/A
|
298
$0
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.38K- 99.99% |
N/A
|
1
$0
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-200- 2.58% |
N/A
|
7.55K
$0
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5- 62.5% |
N/A
|
3
$0
|
|
Q3 2023 | |||||||
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-619- 5.25% |
N/A
|
11.2K
$0
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.56K- 18.18% |
N/A
|
11.5K
$0
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.03K- 7.97% |
N/A
|
11.9K
$0
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-370- 0.62% |
N/A
|
59.6K
$0
|
|
Q3 2022 | |||||||
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.19K- 7.91% |
N/A
|
25.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3- 0.03% |
N/A
|
11.9K
$0
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-111KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.33KClosed |
N/A
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-188Closed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-187- 1.27% |
N/A
|
14.5K
$0
|
|
Q1 2022 | |||||||
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-76Closed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-51KClosed |
N/A
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-8KClosed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-90.2KClosed |
N/A
|
0
$0
|
|
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
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.4K- 3.75% |
N/A
|
61.6K
$0
|
|
May 12, 2021
Q1 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-370Closed |
N/A
|
0
$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 | |||||||
Nov 13, 2020
Q3 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-13.8KClosed |
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
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.18KClosed |
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
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-51Closed |
N/A
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Aug 11, 2020
Q2 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-37.6KClosed |
N/A
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-13.6KClosed |
N/A
|
0
$0
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.98KClosed |
N/A
|
0
$0
|