Institutional shares held 5.35 Million
0 calls
0 puts
Total value of holdings $404M
$0 calls
$0 puts
# of Institutions 61


Latest Institutional Activity in ISHG

Top Purchases

Q2 2025
Summit Trail Advisors, LLC Shares Held: 2.2M ($166M)
Q2 2025
Rock Creek Group, LP Shares Held: 1.09M ($82.1M)
Q2 2025
Morgan Stanley Shares Held: 258K ($19.5M)
Q2 2025
Proficio Capital Partners LLC Shares Held: 173K ($13M)
Q2 2025
Minich Mac Gregor Wealth Management, LLC Shares Held: 149K ($11.3M)

Top Sells

Q2 2025
Wells Fargo & Company Shares Held: 8.92K ($674K)
Q2 2025
Checchi Capital Advisers, LLC Shares Held: 193K ($14.6M)
Q2 2025
Mc Lean Asset Management Corp Shares Held: 12.5K ($946K)
Q2 2025
Jackson Creek Investment Advisors LLC Shares Held: 9.65K ($729K)
Q2 2025
Family Firm, Inc. Shares Held: 17.1K ($1.29M)

About ISHG

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