Purchases and Sales Made in Q2 2023 in Indexiq ETF Trust Iq Cbre Next (ROOF)
This table provides information about the institutional ownership of Indexiq ETF Trust Iq Cbre Next (ROOF) during Q2 2023. The information is specifically focused on institutions that hold shares of INDEXIQ ETF TRUST IQ CBRE NEXT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$0
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
773New |
N/A
|
773
$0
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
610+ 5.41% |
N/A
|
11.9K
$0
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
318+ 41.35% |
N/A
|
1.09K
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-101- 6.32% |
N/A
|
1.5K
$0
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-239- 5.02% |
N/A
|
4.53K
$0
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-311- 2.57% |
N/A
|
11.8K
$0
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 2.74% |
N/A
|
14.2K
$0
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-580- 16.77% |
N/A
|
2.88K
$0
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.07K- 6.77% |
N/A
|
14.7K
$0
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.22K- 4.48% |
N/A
|
26K
$0
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.6K- 13.93% |
N/A
|
9.88K
$0
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.71K- 12.66% |
N/A
|
18.7K
$0
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.5K- 70.59% |
N/A
|
1.46K
$0
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.31K- 15.39% |
N/A
|
34.7K
$0
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.81K- 30.64% |
N/A
|
22.2K
$0
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-113K- 77.01% |
N/A
|
33.6K
$0
|