Institutional shares held 10.3 Million
59.6K calls
0 puts
Total value of holdings $306M
$1.77M calls
$0 puts
# of Institutions 152


Latest Institutional Activity in IYZ

Top Purchases

Q2 2025
Lifestyle Asset Management, Inc. Shares Held: 33.5K ($998K)
Q2 2025
Narus Financial Partners, LLC Shares Held: 7.18K ($213K)
Q2 2025
Family Legacy Financial Solutions, LLC Shares Held: 1.89K ($56.2K)
Q1 2025
Bank Of America Corp Shares Held: 1.71M ($51M)
Q1 2025
Wells Fargo & Company Shares Held: 474K ($14.1M)

Top Sells

Q2 2025
St. Louis Financial Planners Asset Management, LLC Shares Held: 21.5K ($639K)
Q2 2025
Ewg Elevate Inc. Shares Held: 103K ($3.06M)
Q2 2025
Cx Institutional Shares Held: 7.37K ($219K)
Q2 2025
Summit Financial Consulting LLC Shares Held: 223K ($6.64M)
Q2 2025
Chicago Trust CO Na Shares Held: 8.51K ($253K)

About IYZ

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