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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.9K- 52.16% |
N/A
|
17.3K
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.23K- 15.92% |
N/A
|
17.1K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.6K- 43.3% |
N/A
|
2.1K
$0
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.08K- 5.95% |
N/A
|
17K
$0
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-925- 3.43% |
N/A
|
26.1K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-876- 39.46% |
N/A
|
1.34K
$0
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 3.65% |
N/A
|
13.2K
$0
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-200- 23.84% |
N/A
|
639
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-173- 1.12% |
N/A
|
15.2K
$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
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-94- 10.0% |
N/A
|
846
$0
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-38- 2.54% |
N/A
|
1.46K
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.16K- 79.58% |
N/A
|
298
$0
|
|
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
|
|
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
|
Independent Advisor Alliance
|
SELL
|
- |
-21.4KClosed |
N/A
|
0
$0
|