Institutional shares held 42.5 Million
184K calls
0 puts
Total value of holdings $5.5B
$23.8M calls
$0 puts
# of Institutions 909


Latest Institutional Activity in IJJ

Top Purchases

Q3 2025
Balance Wealth, LLC Shares Held: 251K ($32.5M)
Q3 2025
Pensionmark Financial Group, LLC Shares Held: 215K ($27.8M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 1.97M ($255M)
Q3 2025
D.A. Davidson & Co. Shares Held: 1.01M ($130M)
Q3 2025
Cordatus Wealth Management LLC Shares Held: 43.4K ($5.62M)

Top Sells

Q3 2025
Greenup Street Wealth Management LLC Shares Held: 7.28K ($941K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 262K ($34M)
Q3 2025
Net Worth Advisory Group Shares Held: 3.91K ($506K)
Q3 2025
Bryn Mawr Trust CO Shares Held: 309K ($40M)
Q3 2025
First Merchants Corp Shares Held: 106K ($13.7M)

About IJJ

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