Institutional shares held 115 Million
6.3K calls
3.3K puts
Total value of holdings $16.4B
$898K calls
$470K puts
# of Institutions 755


Latest Institutional Activity in IUSG

Top Purchases

Q4 2024
Ameritas Advisory Services, LLC Shares Held: 68K ($9.7M)
Q4 2024
Merit Financial Group, LLC Shares Held: 524K ($74.7M)
Q4 2024
Helen Stephens Group, LLC Shares Held: 178K ($25.4M)
Q4 2024
Riverbridge Partners LLC Shares Held: 27.4K ($3.91M)
Q4 2024
Ballentine Partners, LLC Shares Held: 8.66K ($1.23M)

Top Sells

Q4 2024
Doliver Advisors, LP Shares Held: 185K ($26.4M)
Q4 2024
Charles Schwab Trust CO Shares Held: 233K ($33.2M)
Q4 2024
Graypoint LLC Shares Held: 4.23K ($603K)
Q4 2024
Phoenix Wealth Advisors Shares Held: 50.5K ($7.2M)
Q4 2024
Colorado Capital Management, Inc. Shares Held: 26K ($3.71M)

About IUSG

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