Latest Institutional Purchases of Indexiq Iq 50 Percent Hedged F (HFXI)
This list provides information on the latest institutional transactions involving Indexiq Iq 50 Percent Hedged F (HFXI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
74+ 0.82% |
$1.82K - $2.2K
|
9.05K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$1.43K - $1.72K
|
58
$1.87K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
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 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.05K+ 76.57% |
$183K - $200K
|
16.3K
$524K
|
|
|
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
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
484New |
$12.6K - $13.8K
|
484
$15.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
475New |
$12.3K - $13.5K
|
475
$15.3K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
220New |
$5.72K - $6.25K
|
220
$7.09K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$2.6K - $2.84K
|
100
$3.22K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
144K+ 10.21% |
$3.72M - $3.98M
|
1.56M
$50.1M
|
|
|
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
|
|
|
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 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
201New |
$5.18K - $5.54K
|
201
$6.47K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
46+ 0.99% |
$1.19K - $1.27K
|
4.69K
$151K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
208KNew |
$5.23M - $5.81M
|
208K
$6.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
42.3K+ 23.17% |
$1.06M - $1.18M
|
225K
$7.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.6K+ 3.23% |
$895K - $994K
|
1.14M
$36.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 1.23% |
$81.8K - $90.9K
|
268K
$8.63M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
590New |
$14.8K - $16.5K
|
590
$19K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.8KNew |
$1.39M - $1.48M
|
53.8K
$1.73M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.3KNew |
$349K - $384K
|
14.3K
$460K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
7.7KNew |
$188K - $207K
|
7.7K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.33K+ 11.69% |
$32.6K - $35.9K
|
12.7K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
375New |
$9.15K - $10.1K
|
375
$12.1K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61New |
$1.49K - $1.64K
|
61
$1.96K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
71.5KNew |
$1.58M - $1.78M
|
71.5K
$2.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10.1KNew |
$223K - $252K
|
10.1K
$326K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
325New |
$7.17K - $8.1K
|
325
$10.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.07KNew |
$93.8K - $99.8K
|
4.07K
$131K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.43% |
$23 - $24.5
|
236
$7.6K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
25.5KNew |
$587K - $620K
|
25.5K
$822K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.04KNew |
$24K - $25.4K
|
1.04K
$33.6K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57.4KNew |
$1.24M - $1.34M
|
57.4K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
800New |
$17.3K - $18.7K
|
800
$25.8K
|
|
| Q2 2022 | |||||||
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
20.1KNew |
$413K - $480K
|
20.1K
$646K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
275New |
$5.66K - $6.58K
|
275
$8.86K
|
|
| Q2 2021 | |||||||
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
605New |
$14.6K - $15.5K
|
605
$19.5K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38New |
$916 - $973
|
38
$1.22K
|
|
| Q4 2020 | |||||||
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 2.84% |
$268 - $320
|
507
$16.3K
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
9.14KNew |
$148K - $186K
|
9.14K
$294K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
205New |
N/A
|
205
$6.6K
|
|