Purchases and Sales Made in Q3 2025 in Indexiq ETF Tr Iq Candriam Esg (IQSU)
This table provides information about the institutional ownership of Indexiq ETF Tr Iq Candriam Esg (IQSU) 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 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
30K+ 66.61% |
$1.44M - $1.6M
|
75K
$4.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
364+ 1.0% |
$17.5K - $19.4K
|
36.8K
$1.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
269+ 6.35% |
$12.9K - $14.3K
|
4.5K
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
214New |
$10.3K - $11.4K
|
214
$11.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
146+ 1.43% |
$7.01K - $7.77K
|
10.3K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
123+ 0.85% |
$5.91K - $6.54K
|
14.5K
$778K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75+ 1.39% |
$3.6K - $3.99K
|
5.48K
$294K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
41New |
$1.97K - $2.18K
|
41
$2.19K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
34New |
$1.63K - $1.81K
|
34
$1.82K
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
16+ 0.31% |
$768 - $851
|
5.15K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.16% |
$48 - $53.2
|
630
$33.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22- 0.04% |
$1.06K - $1.17K
|
50.6K
$2.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-121- 0.91% |
$5.81K - $6.44K
|
13.2K
$708K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-332- 1.29% |
$15.9K - $17.7K
|
25.3K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-504- 3.37% |
$24.2K - $26.8K
|
14.5K
$774K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-530- 3.36% |
$25.4K - $28.2K
|
15.3K
$817K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.99K- 73.27% |
$239K - $265K
|
1.82K
$97.4K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-202K- 4.27% |
$9.69M - $10.7M
|
4.53M
$242M
|
|