Institutional shares held 687 Million
0 calls
0 puts
Total value of holdings $32B
$0 calls
$0 puts
# of Institutions 850


Latest Institutional Activity in IUSB

Top Purchases

Q4 2025
Genesis Private Wealth, LLC Shares Held: 83.8K ($3.91M)
Q4 2025
Affinity Capital Advisors, LLC Shares Held: 1.39M ($64.6M)
Q4 2025
Stash Investments, LLC Shares Held: 945K ($44M)
Q4 2025
Zrc Wealth Management, LLC Shares Held: 671K ($31.3M)
Q4 2025
Park Place Capital Corp Shares Held: 93.8K ($4.37M)

Top Sells

Q4 2025
Park Avenue Securities LLC Shares Held: 8.6M ($401M)
Q4 2025
Kwb Wealth Shares Held: 456K ($21.3M)
Q4 2025
Silverleafe Capital Partners, LLC Shares Held: 18.2K ($847K)
Q4 2025
Sax Wealth Advisors, LLC Shares Held: 146K ($6.81M)
Q4 2025
Lifelong Wealth Advisors, Inc. Shares Held: 72.5K ($3.38M)

About IUSB

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