Institutional shares held 697 Million
0 calls
0 puts
Total value of holdings $32B
$0 calls
$0 puts
# of Institutions 781


Latest Institutional Activity in IUSB

Top Purchases

Q1 2025
Sofi Wealth, LLC Shares Held: 1.24M ($57.2M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 142M ($6.55B)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 2.02M ($93.1M)
Q1 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 382K ($17.6M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 366K ($16.8M)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 16.2M ($745M)
Q1 2025
Org Partners LLC Shares Held: 97.9K ($4.51M)
Q1 2025
Tennessee Valley Asset Management Partners Shares Held: 11K ($508K)
Q1 2025
Collier Financial Shares Held: 1.74K ($80.1K)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 660K ($30.4M)

About IUSB

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