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NYLI Candriam ESG U.S. Large Cap Equity ETF (IQSU) Institutional Ownership

NYLI Candriam ESG U.S. Large Cap Equity ETF logo
$47.03
+0.01 (+0.02%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for NYLI Candriam ESG U.S. Large Cap Equity ETF (NYSEARCA:IQSU)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$1.51M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$191.42K
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IQSU Institutional Buying and Selling by Quarter

NYLI Candriam ESG U.S. Large Cap Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/30/2024 Palisades Hudson Asset Management L.P.4,311$206K0.1%N/A0.050%
10/22/2024 Private Advisor Group LLC17,361$831K0.0%-6.5%0.202%
8/12/2024Waterloo Capital L.P.20,180$918K0.1%-12.7%0.235%
2/14/2024Waterloo Capital L.P.31,031$1.30M0.2%N/A0.310%
8/12/2022 Financial Advocates Investment Management32,380$1.05M0.1%-39.0%0.279%
8/10/2022 Palisades Hudson Asset Management L.P.29,657$958K0.5%+123,470.8%0.256%
8/8/2022 Boston Financial Mangement LLC37,636$1.22M0.1%N/A0.324%
5/11/2022 Financial Advocates Investment Management53,117$2.08M0.1%+37.8%0.439%
5/9/2022Northwestern Mutual Wealth Management Co.1,477$58K0.0%+223.2%0.012%
5/4/2022Commonwealth Equity Services LLC14,382$562K0.0%+3.5%0.119%
4/26/2022New York Life Investment Management LLC10,744,728$419.90M22.2%-1.7%88.799%
2/8/2022Raymond James Financial Services Advisors Inc.8,465$352K0.0%+11.2%0.069%
2/8/2022 Bank of Italy1,097,762$45.70M1.5%N/A8.925%
2/7/2022New York Life Investment Management LLC10,930,390$455.05M23.7%-12.0%88.865%
1/31/2022 Teamwork Financial Advisors LLC5,144$214K0.0%N/A0.042%
1/31/2022Commonwealth Equity Services LLC13,890$578K0.0%+74.7%0.113%
1/20/2022AE Wealth Management LLC5,144$214K0.0%N/A0.041%
1/6/2022Carroll Financial Associates Inc.3,404$142K0.0%-25.4%0.028%
11/5/2021New York Life Investment Management LLC12,417,497$461.44M25.4%+5.5%103.479%
11/4/2021 Financial Advocates Investment Management20,272$753K0.1%+5.8%0.169%
11/2/2021Raymond James Financial Services Advisors Inc.7,613$283K0.0%-3.8%0.063%
8/17/2021Citadel Advisors LLC35,409$1.30M0.0%-1.2%0.291%
8/13/2021LPL Financial LLC99,661$3.67M0.0%+1.0%0.820%
8/11/2021Susquehanna International Group LLP21,830$803K0.0%N/A0.180%
8/3/2021 Financial Advocates Investment Management19,155$705K0.0%+3.8%0.158%
7/31/2021New York Life Investment Management LLC11,770,940$433.14M25.0%+6.0%96.880%
5/18/2021Citadel Advisors LLC35,835$1.21M0.0%N/A0.309%
5/17/2021 Wagner Wealth Management LLC51,563$1.74M1.4%-2.4%0.445%
5/14/2021New York Life Investment Management LLC11,103,441$375.43M22.6%+11.2%95.719%
5/10/2021 Financial Advocates Investment Management18,448$624K0.0%N/A0.159%
5/4/2021Commonwealth Equity Services LLC7,598$256K0.0%N/A0.066%
2/23/2021New York Life Investment Management LLC9,982,805$322.26M21.6%+95.7%91.585%
2/17/2021Jane Street Group LLC7,576$245K0.0%-86.4%0.082%
2/12/2021LPL Financial LLC85,473$2.76M0.0%N/A0.929%
2/9/2021 Wagner Wealth Management LLC52,818$1.71M1.6%N/A0.574%
1/8/2021Carroll Financial Associates Inc.4,565$147K0.0%N/A0.050%
11/17/2020Jane Street Group LLC55,520$1.61M0.0%+65.3%0.603%
(Data available from 1/1/2016 forward)

IQSU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IQSU shares?

During the previous two years, the following institutional investors and hedge funds held shares of NYLI Candriam ESG U.S. Large Cap Equity ETF shares: Waterloo Capital L.P. ($918K), and Private Advisor Group LLC ($831K), Palisades Hudson Asset Management L.P. ($206K).Learn more on IQSU's institutional investors.

Which institutional investors have been buying NYLI Candriam ESG U.S. Large Cap Equity ETF stock?

The following institutional investors have purchased NYLI Candriam ESG U.S. Large Cap Equity ETF stock in the last 24 months: Waterloo Capital L.P. ($31.03K), and Palisades Hudson Asset Management L.P. ($4.31K).

How much institutional buying is happening at NYLI Candriam ESG U.S. Large Cap Equity ETF?

Institutional investors have bought a total of 35,342 shares in the last 24 months. This purchase volume represents approximately $1.51M in transactions.

Which NYLI Candriam ESG U.S. Large Cap Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold NYLI Candriam ESG U.S. Large Cap Equity ETF stock in the last 24 months: Waterloo Capital L.P. ($2.94K), and Private Advisor Group LLC ($1.21K).

How much institutional selling is happening at NYLI Candriam ESG U.S. Large Cap Equity ETF?

Institutional investors have sold a total of 4,146 shares in the last 24 months. This volume of shares sold represents approximately $191.42K in transactions.



This page (NYSEARCA:IQSU) was last updated on 11/2/2024 by MarketBeat.com Staff
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