Purchases and Sales Made in Q3 2025 in Indexiq ETF Tr Iq Candriam Esg (IQSI)
This table provides information about the institutional ownership of Indexiq ETF Tr Iq Candriam Esg (IQSI) during Q3 2025. The information is specifically focused on institutions that hold shares of INDEXIQ ETF TR IQ CANDRIAM ESG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
71.2K+ 1.43% |
$2.3M - $2.44M
|
5.05M
$174M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
63.9K+ 87.71% |
$2.06M - $2.19M
|
137K
$4.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.3K+ 65.35% |
$1.88M - $2M
|
147K
$5.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.1K+ 61.87% |
$1.2M - $1.27M
|
97K
$3.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9KNew |
$291K - $309K
|
9K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.92KNew |
$288K - $306K
|
8.92K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.57K+ 112.78% |
$212K - $225K
|
12.4K
$428K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.02KNew |
$162K - $172K
|
5.02K
$173K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.71K+ 5.91% |
$87.4K - $92.9K
|
48.6K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.45K+ 13.5% |
$79K - $83.9K
|
20.6K
$710K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
227New |
$7.33K - $7.79K
|
227
$7.83K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
221+ 1.28% |
$7.14K - $7.58K
|
17.6K
$606K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
194+ 6.15% |
$6.26K - $6.65K
|
3.35K
$116K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7- 0.13% |
$226 - $240
|
5.33K
$184K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25- 0.16% |
$807 - $857
|
16K
$552K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-250- 0.67% |
$8.07K - $8.58K
|
36.9K
$1.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-434- 4.48% |
$14K - $14.9K
|
9.24K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.16K- 93.33% |
$199K - $211K
|
440
$15.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.1K- 83.15% |
$1.46M - $1.55M
|
9.14K
$315K
|
|