Institutional shares held 3.57 Million
47.3K calls
22.3K puts
Total value of holdings $63.5M
$841K calls
$396K puts
# of Institutions 86


Latest Institutional Activity in IEZ

Top Purchases

Q2 2025
Truist Financial Corp Shares Held: 36.5K ($649K)
Q1 2025
Sea Crest Wealth Management, LLC Shares Held: 81.5K ($1.45M)
Q1 2025
Steward Partners Investment Advisory, LLC Shares Held: 100K ($1.78M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 40.8K ($726K)
Q1 2025
Stifel Financial Corp Shares Held: 313K ($5.57M)

Top Sells

Q2 2025
Revisor Wealth Management LLC Shares Held: 17K ($302K)
Q2 2025
Toth Financial Advisory Corp Shares Held: 4.1K ($73K)
Q1 2025
Morgan Stanley Shares Held: 927K ($16.5M)
Q1 2025
Ubs Group Ag Shares Held: 42.2K ($752K)
Q1 2025
Royal Bank Of Canada Shares Held: 103K ($1.83M)

About IEZ

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