Institutional shares held 604 Million
700 calls
5.4K puts
Total value of holdings $27.3B
$31K calls
$243K puts
# of Institutions 661


Latest Institutional Activity in IUSB

Top Purchases

Q1 2024
Envestnet Asset Management Inc Shares Held: 134M ($6.06B)
Q1 2024
Lpl Financial LLC Shares Held: 32M ($1.44B)
Q1 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 19.6M ($885M)
Q1 2024
Jpmorgan Chase & CO Shares Held: 16.7M ($755M)
Q1 2024
Morgan Stanley Shares Held: 19.3M ($870M)

Top Sells

Q1 2024
Advisor Group Holdings, Inc. Shares Held: 2M ($90.2M)
Q1 2024
Black Rock Inc. Shares Held: 57M ($2.57B)
Q1 2024
Geo Wealth Management, LLC Shares Held: 1.33M ($60M)
Q1 2024
Financial Gravity Asset Management, Inc. Shares Held: 22.8K ($1.03M)
Q1 2024
Natixis Advisors, L.P. Shares Held: 37K ($1.67M)

About IUSB

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