Institutional shares held 691 Million
100 calls
401 puts
Total value of holdings $31.8B
$4K calls
$18K puts
# of Institutions 824


Latest Institutional Activity in IUSB

Top Purchases

Q2 2025
Farther Finance Advisors, LLC Shares Held: 2.49M ($115M)
Q2 2025
First Command Advisory Services, Inc. Shares Held: 2.1M ($96.9M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 632K ($29.2M)
Q2 2025
Wealth Plan Investment Management, LLC Shares Held: 237K ($10.9M)
Q2 2025
Oarsman Capital, Inc. Shares Held: 902K ($41.7M)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 135M ($6.24B)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 14M ($649M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 1.1M ($50.6M)
Q2 2025
Cwm, LLC Shares Held: 17.4M ($802M)
Q2 2025
Park Avenue Securities LLC Shares Held: 10.4M ($482M)

About IUSB

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