Institutional shares held 222 Million
0 calls
0 puts
Total value of holdings $9.57B
$0 calls
$0 puts
# of Institutions 580


Latest Institutional Activity in IQLT

Top Purchases

Q2 2025
Capital Investment Advisors, LLC Shares Held: 5.25M ($226M)
Q2 2025
Life Line Wealth Management LLC Shares Held: 974K ($42M)
Q2 2025
Altus Wealth Management, LLC Shares Held: 450K ($19.4M)
Q2 2025
Carr Financial Group Corp Shares Held: 493K ($21.3M)
Q2 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 3.33M ($144M)

Top Sells

Q2 2025
Pallas Capital Advisors LLC Shares Held: 23.6K ($1.02M)
Q2 2025
Crane Advisory, LLC Shares Held: 25.5K ($1.1M)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 134K ($5.76M)
Q2 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 708K ($30.6M)
Q2 2025
Oak Family Advisors, LLC Shares Held: 112K ($4.83M)

About IQLT

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