Institutional shares held 919,893
0 calls
0 puts
Total value of holdings $70.4M
$0 calls
$0 puts
# of Institutions 34


Latest Institutional Activity in ISHG

Top Purchases

Q2 2025
Minich Mac Gregor Wealth Management, LLC Shares Held: 149K ($11.4M)
Q2 2025
Octavia Wealth Advisors, LLC Shares Held: 103K ($7.88M)
Q2 2025
Retireful, LLC Shares Held: 34.4K ($2.64M)
Q2 2025
New Capital Management LP Shares Held: 27.1K ($2.07M)
Q2 2025
Financial Harvest, LLC Shares Held: 12.6K ($962K)

Top Sells

Q2 2025
Mc Lean Asset Management Corp Shares Held: 12.5K ($959K)
Q1 2025
Jones Financial Companies Lllp Shares Held: 1.03K ($78.7K)
Q1 2025
Checchi Capital Advisers, LLC Shares Held: 203K ($15.5M)
Q1 2025
Jane Street Group, LLC Shares Held: 35.2K ($2.69M)
Q1 2025
Family Firm, Inc. Shares Held: 17.1K ($1.31M)

About ISHG

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