Institutional shares held 14.8 Million
9K calls
1K puts
Total value of holdings $632M
$383K calls
$42K puts
# of Institutions 339


Latest Institutional Activity in IYE

Top Purchases

Q1 2025
Summit Financial Consulting LLC Shares Held: 113K ($4.8M)
Q1 2025
Ameriprise Financial Inc Shares Held: 398K ($17M)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 111K ($4.75M)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 194K ($8.25M)
Q1 2025
Pgim Custom Harvest LLC Shares Held: 1.49M ($63.3M)

Top Sells

Q1 2025
Jpmorgan Chase & CO Shares Held: 203K ($8.65M)
Q1 2025
Ferguson Wellman Capital Management, Inc Shares Held: 6.24K ($266K)
Q1 2025
Ubs Group Ag Shares Held: 829K ($35.3M)
Q1 2025
Integrated Wealth Concepts LLC Shares Held: 9.88K ($421K)
Q1 2025
Glenview Trust CO Shares Held: 5.1K ($217K)

About IYE

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