Institutional shares held 2.12 Million
1.8K calls
0 puts
Total value of holdings $307M
$260K calls
$0 puts
# of Institutions 215


Latest Institutional Activity in IYM

Top Purchases

Q4 2025
Three Seasons Wealth, LLC Shares Held: 33.3K ($4.82M)
Q4 2025
Focus Financial Network, Inc. Shares Held: 1.44K ($208K)
Q4 2025
First Heartland Consultants, Inc. Shares Held: 2.87K ($416K)
Q4 2025
Lodestone Wealth Management LLC Shares Held: 556 ($80.5K)
Q4 2025
Wealth Management Partners, LLC Shares Held: 2.87K ($415K)

Top Sells

Q4 2025
Pathway Financial Advisors LLC Shares Held: 11.4K ($1.65M)
Q4 2025
Spire Wealth Management Shares Held: 2.57K ($372K)
Q4 2025
First Citizens Financial Corp Shares Held: 8.97K ($1.3M)
Q4 2025
Mattern Wealth Management LLC Shares Held: 2.45K ($354K)
Q4 2025
Ferguson Wellman Capital Management, Inc Shares Held: 2.97K ($429K)

About IYM

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