Institutional shares held 122 Million
9.8K calls
100 puts
Total value of holdings $20B
$1.6M calls
$16K puts
# of Institutions 887


Latest Institutional Activity in IUSG

Top Purchases

Q3 2025
Elevation Capital Advisory, LLC Shares Held: 59.5K ($9.71M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 69.2K ($11.3M)
Q3 2025
Foundry Financial Group, Inc. Shares Held: 63.7K ($10.4M)
Q3 2025
Benjamin Edwards Inc Shares Held: 677K ($111M)
Q3 2025
Facet Wealth, Inc. Shares Held: 728K ($119M)

Top Sells

Q3 2025
Nbt Bank N A Shares Held: 165 ($26.9K)
Q3 2025
Merit Financial Group, LLC Shares Held: 1.41M ($231M)
Q3 2025
Cx Institutional Shares Held: 358K ($58.4M)
Q3 2025
Amplius Wealth Advisors, LLC Shares Held: 43.6K ($7.12M)
Q3 2025
Rfg Bristol Wealth Advisors, LLC Shares Held: 26.1K ($4.27M)

About IUSG

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