Latest Institutional Transactions on Indexiq ETF Tr Iq Candriam Esg (IQSI)
This table provides information on the latest institutional transactions involving Indexiq ETF Tr Iq Candriam Esg (IQSI) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.74K+ 5.32% |
$106K - $119K
|
74.1K
$2.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.5K+ 19.77% |
$242K - $270K
|
51.5K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.5K- 12.53% |
$70.9K - $79.2K
|
17.4K
$519K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.67K+ 17.75% |
$47.3K - $52.9K
|
11K
$329K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.21K- 13.82% |
$34.5K - $38.6K
|
7.57K
$226K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-180- 1.09% |
$5.1K - $5.49K
|
16.4K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-74.1K- 88.55% |
$2.1M - $2.26M
|
9.58K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.5K- 66.18% |
$412K - $444K
|
7.43K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-156K- 98.1% |
$4.42M - $4.75M
|
3.02K
$90K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.69KNew |
$76.2K - $82.1K
|
2.69K
$80.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.49K- 10.31% |
$156K - $167K
|
47.7K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.1K- 28.29% |
$513K - $553K
|
45.9K
$1.37M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-269K- 5.32% |
$7.63M - $8.21M
|
4.79M
$143M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31K- 67.93% |
$850K - $932K
|
14.6K
$436K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.25K- 50.0% |
$199K - $218K
|
7.25K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-127- 99.22% |
$3.48K - $3.82K
|
1
$29.8
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
49K+ 34.15% |
$1.34M - $1.47M
|
193K
$5.74M
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
700New |
$17.2K - $19.8K
|
700
$20.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.21K+ 13.4% |
$82.1K - $89.6K
|
27.2K
$810K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
40.8KNew |
$1.04M - $1.14M
|
40.8K
$1.22M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.9K+ 118.81% |
$420K - $456K
|
31.1K
$926K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.22KNew |
$25.8K - $31.4K
|
1.22K
$36.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.09K+ 2.65% |
$22.9K - $27.9K
|
42.1K
$1.25M
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.92KClosed |
$202K - $240K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.83KClosed |
$52.6K - $56.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-397KClosed |
$9.11M - $11M
|
0
$0
|
|