Institutional shares held 702 Million
0 calls
0 puts
Total value of holdings $31.4B
$0 calls
$0 puts
# of Institutions 718


Latest Institutional Activity in IUSB

Top Purchases

Q4 2024
One Wealth Capital Management, LLC Shares Held: 216K ($9.77M)
Q4 2024
Merit Financial Group, LLC Shares Held: 467K ($21.1M)
Q4 2024
Atomi Financial Group, Inc. Shares Held: 434K ($19.6M)
Q4 2024
Kwb Wealth Shares Held: 332K ($15M)
Q4 2024
Mason & Associates, LLC Shares Held: 2.57M ($116M)

Top Sells

Q4 2024
Park Avenue Securities LLC Shares Held: 10.9M ($492M)
Q4 2024
Brookstone Capital Management Shares Held: 582K ($26.3M)
Q4 2024
Advisor Net Financial, Inc Shares Held: 12.3K ($556K)
Q4 2024
Wealth Group LTD Shares Held: 75.2K ($3.4M)
Q4 2024
Claro Advisors LLC Shares Held: 280K ($12.7M)

About IUSB

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