Institutional shares held 120 Million
920K calls
933K puts
Total value of holdings $14.3B
$110M calls
$111M puts
# of Institutions 902


Latest Institutional Activity in IEI

Top Purchases

Q3 2025
Jpmorgan Chase & CO Shares Held: 16.5M ($1.97B)
Q3 2025
Captrust Financial Advisors Shares Held: 5.64M ($674M)
Q3 2025
Clarity Financial LLC Shares Held: 1.32M ($157M)
Q3 2025
Northwestern Mutual Wealth Management CO Shares Held: 739K ($88.3M)
Q3 2025
Lpl Financial LLC Shares Held: 2.2M ($263M)

Top Sells

Q3 2025
Wit, LLC Shares Held: 2.03M ($242M)
Q3 2025
Benjamin Edwards Inc Shares Held: 280K ($33.4M)
Q3 2025
Goldman Sachs Group Inc Shares Held: 201K ($24M)
Q3 2025
Confluence Investment Management LLC Shares Held: 113K ($13.5M)
Q3 2025
Robertson Stephens Wealth Management, LLC Shares Held: 55.7K ($6.66M)

About IEI

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