Institutional shares held 41.9 Million
4.8K calls
2.7K puts
Total value of holdings $5.34B
$612K calls
$344K puts
# of Institutions 920


Latest Institutional Activity in IJJ

Top Purchases

Q3 2025
Balance Wealth, LLC Shares Held: 251K ($32M)
Q3 2025
Pensionmark Financial Group, LLC Shares Held: 215K ($27.4M)
Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 132K ($16.8M)
Q3 2025
Ubs Group Ag Shares Held: 2.15M ($275M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 1.97M ($251M)

Top Sells

Q3 2025
Midland Wealth Advisors LLC Shares Held: 336K ($42.8M)
Q3 2025
Morgan Stanley Shares Held: 4.03M ($514M)
Q3 2025
Willis Johnson & Associates, Inc. Shares Held: 337K ($43M)
Q3 2025
Greenup Street Wealth Management LLC Shares Held: 7.28K ($928K)
Q3 2025
Evensky & Katz LLC Shares Held: 346K ($44.1M)

About IJJ

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