Institutional shares held 699 Million
0 calls
0 puts
Total value of holdings $31.9B
$0 calls
$0 puts
# of Institutions 706


Latest Institutional Activity in IUSB

Top Purchases

Q3 2024
Envestnet Asset Management Inc Shares Held: 159M ($7.25B)
Q3 2024
Lpl Financial LLC Shares Held: 39.3M ($1.79B)
Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 23.8M ($1.08B)
Q3 2024
Cwm, LLC Shares Held: 21.3M ($972M)
Q3 2024
Wealthspire Advisors, LLC Shares Held: 4.28M ($195M)

Top Sells

Q3 2024
Kestra Advisory Services, LLC Shares Held: 727K ($33.2M)
Q3 2024
Liberty Wealth Management LLC Shares Held: 329K ($15M)
Q3 2024
Wealth Group LTD Shares Held: 172K ($7.86M)
Q3 2024
Sentinus, LLC Shares Held: 11K ($503K)
Q3 2024
Diversified Portfolios, Inc. Shares Held: 702K ($32M)

About IUSB

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