A detailed history of Kwb Wealth transactions in Indexiq ETF Tr Iq Candriam Esg stock. As of the latest transaction made, Kwb Wealth holds 7,569 shares of IQSI stock, worth $225,631. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,569
Previous 8,783 13.82%
Holding current value
$225,631
Previous $257,000 7.78%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$28.42 - $31.76 $34,501 - $38,556
-1,214 Reduced 13.82%
7,569 $237,000
Q1 2024

Apr 19, 2024

BUY
$27.4 - $30.04 $12,330 - $13,518
450 Added 5.4%
8,783 $262,000
Q4 2023

Jan 10, 2024

SELL
$24.56 - $28.29 $32,959 - $37,965
-1,342 Reduced 13.87%
8,333 $232,000
Q2 2023

Jul 24, 2023

SELL
$26.43 - $28.01 $38,746 - $41,062
-1,466 Reduced 13.16%
9,675 $262,000
Q1 2023

Apr 07, 2023

BUY
$24.87 - $27.04 $27,158 - $29,527
1,092 Added 10.87%
11,141 $295,000
Q4 2022

Feb 09, 2023

SELL
$21.07 - $25.64 $42 - $51
-2 Reduced 0.02%
10,049 $249,000
Q3 2022

Nov 10, 2022

BUY
$20.95 - $25.29 $210,568 - $254,189
10,051 New
10,051 $212,000

Others Institutions Holding IQSI

About INDEXIQ ETF TR IQ CANDRIAM ESG


  • Ticker IQSI
  • Sector ETFs
  • Industry ETFs
More about IQSI
Track This Portfolio

Track Kwb Wealth Portfolio

Follow Kwb Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kwb Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Kwb Wealth with notifications on news.