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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12.6K+ 5.58% |
$368K - $393K
|
238K
$7.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
16.6K+ 113.81% |
$484K - $518K
|
31.2K
$1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.36K+ 4.21% |
$244K - $261K
|
207K
$6.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7.74K- 40.35% |
$226K - $241K
|
11.4K
$368K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.4K+ 7.37% |
$479K - $512K
|
239K
$7.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.2K+ 89.21% |
$502K - $536K
|
36.5K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
9.62K+ 2.9% |
$281K - $300K
|
342K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-300- 1.15% |
$8.76K - $9.36K
|
25.8K
$830K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.18K+ 3.52% |
$180K - $193K
|
182K
$5.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.61K+ 1.41% |
$105K - $113K
|
261K
$8.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.8K+ 6.0% |
$958K - $1.02M
|
580K
$18.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-695- 8.9% |
$20.3K - $21.7K
|
7.11K
$229K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.86K+ 21.36% |
$54.4K - $58.1K
|
10.6K
$341K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-389K- 80.76% |
$11.3M - $12.1M
|
92.6K
$2.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.98K- 5.6% |
$57.9K - $61.9K
|
33.4K
$1.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-336- 2.9% |
$9.81K - $10.5K
|
11.3K
$363K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.51K- 12.77% |
$44K - $47K
|
10.3K
$331K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.11K- 0.58% |
$51.7K - $62.6K
|
363K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.9K- 98.49% |
$440K - $533K
|
274
$8.83K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
173New |
$4.25K - $5.14K
|
173
$5.57K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.19K+ 1.73% |
$78.4K - $94.8K
|
188K
$6.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
533New |
$13.1K - $15.8K
|
533
$17.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.43KNew |
$84.2K - $102K
|
3.43K
$110K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
7.05KNew |
$173K - $210K
|
7.05K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.34KNew |
$32.9K - $39.8K
|
1.34K
$43.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
835New |
$20.5K - $24.8K
|
835
$26.9K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
19.4KNew |
$476K - $575K
|
19.4K
$624K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.5KNew |
$36.9K - $44.6K
|
1.5K
$48.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$1.43K - $1.72K
|
58
$1.87K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
74+ 0.82% |
$1.82K - $2.2K
|
9.05K
$291K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.84K- 93.84% |
$99.8K - $109K
|
252
$8.12K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.05K+ 76.57% |
$183K - $200K
|
16.3K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
233KNew |
$6.06M - $6.63M
|
233K
$7.51M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
20.9K+ 19.89% |
$544K - $595K
|
126K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$2.6K - $2.84K
|
100
$3.22K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
220New |
$5.72K - $6.25K
|
220
$7.09K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
475New |
$12.3K - $13.5K
|
475
$15.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
484New |
$12.6K - $13.8K
|
484
$15.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
946New |
$24.6K - $26.9K
|
946
$30.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
645New |
$16.8K - $18.3K
|
645
$20.8K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
201New |
$5.18K - $5.54K
|
201
$6.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
303+ 312.37% |
$7.81K - $8.35K
|
400
$12.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.11K+ 5.87% |
$209K - $223K
|
146K
$4.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
445New |
$11.5K - $12.3K
|
445
$14.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
144K+ 10.21% |
$3.72M - $3.98M
|
1.56M
$50.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-800- 6.27% |
$20.6K - $22K
|
12K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
46+ 0.99% |
$1.19K - $1.27K
|
4.69K
$151K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-5.51K- 82.23% |
$139K - $154K
|
1.19K
$38.4K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
590New |
$14.8K - $16.5K
|
590
$19K
|
|