Institutional shares held 703 Million
100 calls
401 puts
Total value of holdings $32.1B
$4K calls
$18K puts
# of Institutions 810


Latest Institutional Activity in IUSB

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 48M ($2.2B)
Q1 2025
Mariner, LLC Shares Held: 11.4M ($523M)
Q1 2025
Baker Avenue Asset Management, LP Shares Held: 1.22M ($55.9M)
Q1 2025
Sofi Wealth, LLC Shares Held: 1.24M ($56.8M)
Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 23M ($1.05B)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 16.2M ($739M)
Q1 2025
Essential Planning, Llc. Shares Held: 20.4K ($932K)
Q1 2025
Creative One Wealth, LLC Shares Held: 1.05M ($48M)
Q1 2025
Cetera Investment Advisers Shares Held: 9.48M ($433M)
Q1 2025
Cwm, LLC Shares Held: 18.1M ($826M)

About IUSB

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