Institutional shares held 5.98 Million
0 calls
0 puts
Total value of holdings $308M
$0 calls
$0 puts
# of Institutions 78


Latest Institutional Activity in IUS

Top Purchases

Q4 2024
Lighthouse Wealth Management Inc. Shares Held: 171K ($8.77M)
Q4 2024
Merit Financial Group, LLC Shares Held: 286K ($14.7M)
Q4 2024
Centerpoint Advisory Group Shares Held: 23.1K ($1.19M)
Q4 2024
Foguth Wealth Management, Llc. Shares Held: 97.7K ($5.02M)
Q4 2024
Sovereign Financial Group, Inc. Shares Held: 36.9K ($1.9M)

Top Sells

Q4 2024
Intelligence Driven Advisers, LLC Shares Held: 347K ($17.8M)
Q4 2024
Aveo Capital Partners, LLC Shares Held: 532K ($27.3M)
Q4 2024
Rvw Wealth, LLC Shares Held: 21.5K ($1.11M)
Q4 2024
Kingsview Wealth Management, LLC Shares Held: 117K ($6.03M)
Q4 2024
Dynamic Advisor Solutions LLC Shares Held: 4.57K ($235K)

About IUS

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