Institutional shares held 6.53 Million
35.9K calls
11.8K puts
Total value of holdings $842M
$4.63M calls
$1.52M puts
# of Institutions 341


Latest Institutional Activity in IYJ

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 24.4K ($3.15M)
Q1 2025
Transform Wealth, LLC Shares Held: 13.5K ($1.74M)
Q1 2025
Truist Financial Corp Shares Held: 19.3K ($2.48M)
Q1 2025
Brown Advisory Inc Shares Held: 7.31K ($943K)
Q1 2025
Kozak & Associates, Inc. Shares Held: 109K ($14M)

Top Sells

Q1 2025
Minich Mac Gregor Wealth Management, LLC Shares Held: 56.1K ($7.24M)
Q1 2025
Cadent Capital Advisors, LLC Shares Held: 34.2K ($4.41M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 6.51K ($839K)
Q1 2025
Allworth Financial LP Shares Held: 6.17K ($796K)
Q1 2025
Adell Harriman & Carpenter Inc Shares Held: 5.39K ($696K)

About IYJ

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