Institutional shares held 4.18 Million
12.9K calls
15.6K puts
Total value of holdings $64.7M
$199K calls
$241K puts
# of Institutions 78


Latest Institutional Activity in IEZ

Top Purchases

Q1 2025
Sea Crest Wealth Management, LLC Shares Held: 81.5K ($1.26M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 40.8K ($631K)
Q1 2025
Truist Financial Corp Shares Held: 23K ($355K)
Q1 2025
Family Firm, Inc. Shares Held: 13.4K ($207K)
Q1 2025
Continuum Advisory, LLC Shares Held: 800 ($12.4K)

Top Sells

Q1 2025
Parallel Advisors, LLC Shares Held: 600 ($9.28K)
Q1 2025
Kingsview Wealth Management, LLC Shares Held: 11.5K ($177K)
Q1 2025
Revisor Wealth Management LLC Shares Held: 26.1K ($403K)
Q1 2025
Genesee Capital Advisors, LLC Shares Held: 101K ($1.55M)
Q1 2025
Allworth Financial LP Shares Held: 5.38K ($83.2K)

About IEZ

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