Institutional shares held 6.32 Million
0 calls
0 puts
Total value of holdings $173M
$0 calls
$0 puts
# of Institutions 85


Latest Institutional Activity in IJUL

Top Purchases

Q4 2023
Gradient Investments LLC Shares Held: 810K ($22.2M)
Q4 2023
Spectrum Investment Advisors, Inc. Shares Held: 214K ($5.87M)
Q4 2023
Long Island Wealth Management, Inc. Shares Held: 46.1K ($1.26M)
Q4 2023
Private Client Services, LLC Shares Held: 46K ($1.26M)
Q4 2023
Stratos Wealth Advisors, LLC Shares Held: 41.9K ($1.15M)

Top Sells

Q4 2023
Global Strategic Investment Solutions, LLC Shares Held: 181K ($4.98M)
Q4 2023
Envestnet Asset Management Inc Shares Held: 36.3K ($998K)
Q4 2023
Avantax Advisory Services, Inc. Shares Held: 28.9K ($792K)
Q4 2023
Brookstone Capital Management Shares Held: 13.5K ($370K)
Q4 2023
Forvis Wealth Advisors, LLC Shares Held: 110K ($3.02M)

About IJUL

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