Institutional shares held 3.56 Million
47.3K calls
22.3K puts
Total value of holdings $63.4M
$841K calls
$396K puts
# of Institutions 86


Latest Institutional Activity in IEZ

Top Purchases

Q1 2025
Sea Crest Wealth Management, LLC Shares Held: 81.5K ($1.45M)
Q1 2025
Steward Partners Investment Advisory, LLC Shares Held: 100K ($1.78M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 40.8K ($726K)
Q1 2025
Stifel Financial Corp Shares Held: 313K ($5.57M)
Q1 2025
Main Street Financial Solutions, LLC Shares Held: 27.1K ($483K)

Top Sells

Q1 2025
Morgan Stanley Shares Held: 927K ($16.5M)
Q1 2025
Ubs Group Ag Shares Held: 42.2K ($752K)
Q1 2025
Royal Bank Of Canada Shares Held: 103K ($1.83M)
Q1 2025
Susquehanna International Group, LLP Shares Held: 51K ($907K)
Q1 2025
Parallel Advisors, LLC Shares Held: 600 ($10.7K)

About IEZ

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P - Open market or private purchase×
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D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
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