Institutional shares held 204 Million
100 calls
0 puts
Total value of holdings $8.42B
$4K calls
$0 puts
# of Institutions 566


Latest Institutional Activity in IQLT

Top Purchases

Q1 2025
Richard Bernstein Advisors LLC Shares Held: 7M ($289M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 18.6M ($766M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 829K ($34.2M)
Q1 2025
Harbor Group, Inc. Shares Held: 715K ($29.5M)
Q1 2025
Cerity Partners LLC Shares Held: 3.88M ($160M)

Top Sells

Q1 2025
Retirement Planning Group Shares Held: 715K ($29.5M)
Q1 2025
49 Wealth Management, LLC Shares Held: 124K ($5.13M)
Q1 2025
Abundance Wealth Counselors Shares Held: 261K ($10.8M)
Q1 2025
Richard P Slaughter Associates Inc Shares Held: 265K ($10.9M)
Q1 2025
Vicus Capital Shares Held: 18.8K ($775K)

About IQLT

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