Latest Institutional Transactions on Indexiq Active ETF Tr Iq Ultra (ULTR)
This table provides information on the latest institutional transactions involving Indexiq Active ETF Tr Iq Ultra (ULTR) 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 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2KNew |
$487K - $491K
|
10.2K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.87K+ 69.35% |
$472K - $475K
|
24.1K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.94KNew |
$236K - $238K
|
4.94K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.17K+ 29.26% |
$247K - $249K
|
22.8K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.8K+ 267.92% |
$852K - $858K
|
24.5K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-752- 22.21% |
$36K - $36.2K
|
2.63K
$126K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
49New |
$2.34K - $2.36K
|
49
$2.35K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-40K- 30.73% |
$1.91M - $1.93M
|
90.2K
$4.32M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14+ 0.17% |
$670 - $674
|
8.12K
$389K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.46K+ 34.69% |
$214K - $215K
|
17.3K
$831K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.96K- 42.15% |
$237K - $239K
|
6.81K
$326K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.35K- 13.1% |
$159K - $161K
|
22.2K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-248- 87.02% |
$11.8K - $11.9K
|
37
$1.77K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-301- 78.18% |
$14.3K - $14.5K
|
84
$4.03K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
37.3KNew |
$1.77M - $1.79M
|
37.3K
$1.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-62- 0.89% |
$2.94K - $2.98K
|
6.88K
$330K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.55K- 12.35% |
$73.8K - $74.2K
|
11K
$529K
|
|
| Q2 2023 | |||||||
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.15K- 18.35% |
$434K - $437K
|
40.7K
$1.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.87K- 47.05% |
$421K - $423K
|
9.99K
$479K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.06KNew |
$239K - $242K
|
5.06K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.52K- 10.73% |
$166K - $168K
|
29.3K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.7K- 8.44% |
$128K - $129K
|
29.3K
$1.41M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-76K- 11.2% |
$3.59M - $3.64M
|
603K
$28.9M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-174- 1.53% |
$8.22K - $8.33K
|
11.2K
$537K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
400New |
$18.8K - $19.1K
|
400
$19.2K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.48KNew |
$211K - $213K
|
4.48K
$215K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-83.6KClosed |
$3.96M - $4.03M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.03KClosed |
$288K - $293K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.68KClosed |
$276K - $281K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.48KClosed |
$217K - $221K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.25KClosed |
$210K - $212K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5KClosed |
$248K - $249K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.39KClosed |
$68.6K - $68.9K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Mackay Shields LLC
|
SELL
|
- |
-500KClosed |
$24.7M - $24.8M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1KClosed |
$48.4K - $49.5K
|
0
$0
|
|