Latest Institutional Transactions on Indexiq Iq 50 Percent Hedged F (HFXI)
This table provides information on the latest institutional transactions involving Indexiq Iq 50 Percent Hedged F (HFXI) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 2.63% |
$30.2K - $32.3K
|
43.4K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
236+ 0.73% |
$6.09K - $6.5K
|
32.7K
$889K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.9K+ 13.07% |
$436K - $466K
|
146K
$3.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.8K- 7.15% |
$98.1K - $105K
|
49.4K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
445New |
$11.5K - $12.3K
|
445
$12.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.91MNew |
$49.2M - $52.6M
|
1.91M
$51.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-410- 0.5% |
$10.6K - $11.3K
|
82.2K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
174KNew |
$4.5M - $4.81M
|
174K
$4.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
30K+ 4.99% |
$774K - $827K
|
631K
$17.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.58K- 4.34% |
$66.5K - $71K
|
56.8K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.66K- 7.17% |
$42.8K - $45.7K
|
21.5K
$584K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.57K- 2.0% |
$40.4K - $43.2K
|
76.8K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
39.3K+ 0.95% |
$1.01M - $1.08M
|
4.19M
$114M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.6KNew |
$454K - $485K
|
17.6K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9K+ 4.75% |
$232K - $248K
|
198K
$5.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
144K+ 10.21% |
$3.72M - $3.98M
|
1.56M
$42.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.46K- 5.29% |
$37.6K - $40.2K
|
26.1K
$710K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
12K+ 29.61% |
$311K - $332K
|
52.7K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.39K+ 2.53% |
$35.9K - $38.4K
|
56.3K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-443- 2.25% |
$11.4K - $12.2K
|
19.3K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.8K+ 5.22% |
$329K - $352K
|
257K
$7M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
7.56K+ 24.49% |
$195K - $208K
|
38.4K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40.2K+ 123.2% |
$1.04M - $1.11M
|
72.8K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44KNew |
$1.13M - $1.21M
|
44K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-800- 6.27% |
$20.6K - $22K
|
12K
$325K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
366+ 3.17% |
$9.44K - $10.1K
|
11.9K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.12K+ 3.44% |
$158K - $169K
|
184K
$5.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.45KNew |
$218K - $233K
|
8.45K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.5K+ 0.83% |
$38.7K - $41.3K
|
183K
$4.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
33.3K+ 8.36% |
$859K - $918K
|
432K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
46+ 0.99% |
$1.19K - $1.27K
|
4.69K
$127K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
29.5K+ 12.45% |
$760K - $812K
|
266K
$7.24M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-586- 0.42% |
$14.7K - $16.4K
|
138K
$3.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.19K+ 3.93% |
$29.9K - $33.3K
|
31.5K
$857K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-26.2K- 1.7% |
$659K - $732K
|
1.52M
$41.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.34K- 8.79% |
$184K - $205K
|
76.2K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
182+ 0.24% |
$4.57K - $5.08K
|
75K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.93K+ 5.36% |
$124K - $138K
|
96.8K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.22M+ 131.58% |
$55.8M - $62M
|
3.91M
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 12.59% |
$3.65M - $4.06M
|
1.3M
$35.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
782K+ 31.25% |
$19.6M - $21.8M
|
3.28M
$89.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.87K- 42.17% |
$97.3K - $108K
|
5.31K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6K+ 2.47% |
$151K - $168K
|
249K
$6.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.6K+ 497.33% |
$1.75M - $1.94M
|
83.6K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-390- 99.74% |
$9.8K - $10.9K
|
1
$27.2
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.71K- 11.05% |
$169K - $187K
|
54K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.37K+ 11.44% |
$59.5K - $66.1K
|
23.1K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
447+ 5.25% |
$11.2K - $12.5K
|
8.97K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
90.9K+ 27.05% |
$2.29M - $2.54M
|
427K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18+ 0.43% |
$452 - $503
|
4.21K
$115K
|
|