Institutional shares held 6.17 Million
0 calls
0 puts
Total value of holdings $203M
$0 calls
$0 puts
# of Institutions 111


Latest Institutional Activity in IJUL

Top Purchases

Q3 2025
Access Financial Services, Inc. Shares Held: 442K ($14.6M)
Q3 2025
Compass Advisory Group LLC Shares Held: 416K ($13.7M)
Q3 2025
Strategic Blueprint, LLC Shares Held: 326K ($10.7M)
Q3 2025
Blair William & CO Shares Held: 341K ($11.2M)
Q3 2025
Susquehanna International Group, LLP Shares Held: 74.3K ($2.45M)

Top Sells

Q3 2025
Cypress Wealth Services, LLC Shares Held: 7.33K ($241K)
Q3 2025
Mml Investors Services, LLC Shares Held: 131K ($4.31M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 179K ($5.89M)
Q3 2025
Stratos Wealth Advisors, LLC Shares Held: 67.9K ($2.24M)
Q3 2025
Forvis Wealth Advisors, LLC Shares Held: 10.1K ($333K)

About IJUL

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