Institutional shares held 6.55 Million
35.9K calls
11.8K puts
Total value of holdings $814M
$4.46M calls
$1.47M puts
# of Institutions 343


Latest Institutional Activity in IYJ

Top Purchases

Q1 2025
Transform Wealth, LLC Shares Held: 13.5K ($1.67M)
Q1 2025
Kozak & Associates, Inc. Shares Held: 109K ($13.5M)
Q1 2025
Lakeshore Capital Group, Inc. Shares Held: 4.18K ($519K)
Q1 2025
Retirement Planning Group Shares Held: 1.88K ($234K)
Q1 2025
Swisher Financial Concepts, Inc. Shares Held: 4.46K ($554K)

Top Sells

Q1 2025
Muirfield Wealth Advisors LLC Shares Held: 4.85K ($603K)
Q1 2025
Modus Advisors, LLC Shares Held: 43.6K ($5.41M)
Q1 2025
Inspirion Wealth Advisors, LLC Shares Held: 1.91K ($237K)
Q1 2025
First Citizens Financial Corp Shares Held: 38.8K ($4.82M)
Q1 2025
Charter Oak Capital Management, LLC Shares Held: 4.73K ($588K)

About IYJ

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