Institutional shares held 104 Million
1.17M calls
529K puts
Total value of holdings $12.5B
$140M calls
$63.1M puts
# of Institutions 827


Latest Institutional Activity in IEI

Top Purchases

Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 242K ($28.9M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 176K ($21M)
Q1 2025
Cabot Wealth Management Inc Shares Held: 251K ($30M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 262K ($31.3M)
Q1 2025
ETF Portfolio Partners, Inc. Shares Held: 121K ($14.5M)

Top Sells

Q1 2025
Tanglewood Wealth Management, Inc. Shares Held: 1.06M ($127M)
Q1 2025
Cfo4 Life Group, LLC Shares Held: 75.7K ($9.04M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 1.81M ($216M)
Q1 2025
Truist Financial Corp Shares Held: 2.22M ($265M)
Q1 2025
Daymark Wealth Partners, LLC Shares Held: 10.8K ($1.28M)

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