Purchases and Sales Made in Q2 2025 in Indexiq ETF Tr Iq Candriam Esg (IQSI)
This table provides information about the institutional ownership of Indexiq ETF Tr Iq Candriam Esg (IQSI) during Q2 2025. The information is specifically focused on institutions that hold shares of INDEXIQ ETF TR IQ CANDRIAM ESG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
132K+ 301.9% |
$3.57M - $4.42M
|
175K
$6.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59.9KNew |
$1.62M - $2.01M
|
59.9K
$2.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.4K+ 79.19% |
$1.07M - $1.32M
|
89.2K
$3.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.68KNew |
$262K - $325K
|
9.68K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.34KNew |
$199K - $246K
|
7.34K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.59K+ 59909.09% |
$179K - $221K
|
6.6K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.78K+ 7.49% |
$102K - $127K
|
54.2K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.83K+ 9420.0% |
$76.6K - $94.9K
|
2.86K
$98.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.16K+ 67.98% |
$58.5K - $72.5K
|
5.34K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.64K+ 9.97% |
$44.5K - $55.2K
|
18.1K
$625K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
300+ 10.5% |
$8.13K - $10.1K
|
3.16K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200+ 1.26% |
$5.42K - $6.71K
|
16K
$553K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54New |
$1.46K - $1.81K
|
54
$1.86K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-150- 0.61% |
$4.07K - $5.04K
|
24.5K
$845K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-496- 2.78% |
$13.4K - $16.7K
|
17.3K
$598K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.92K- 11.43% |
$160K - $199K
|
45.9K
$1.58M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-138K- 78.84% |
$3.75M - $4.64M
|
37.1K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-386K- 7.2% |
$10.5M - $13M
|
4.98M
$172M
|
|