Institutional shares held 3.86 Million
0 calls
0 puts
Total value of holdings $134M
$0 calls
$0 puts
# of Institutions 50


Latest Institutional Activity in HEEM

Top Purchases

Q3 2025
Friedenthal Financial Shares Held: 139K ($4.81M)
Q3 2025
Forefront Wealth Partners, LLC Shares Held: 47.7K ($1.66M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 26K ($902K)
Q3 2025
Park Avenue Securities LLC Shares Held: 11.3K ($391K)
Q3 2025
Savant Capital, LLC Shares Held: 49K ($1.7M)

Top Sells

Q3 2025
Golden State Wealth Management, LLC Shares Held: 6.06K ($210K)
Q3 2025
Ae Wealth Management LLC Shares Held: 1.48K ($51.3K)
Q2 2025
Tiaa Trust, National Association Shares Held: 739K ($25.7M)
Q2 2025
Royal Bank Of Canada Shares Held: 4.55K ($158K)
Q2 2025
Blair William & CO Shares Held: 6.88K ($239K)

About HEEM

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