Institutional shares held 4.14 Million
12.9K calls
15.6K puts
Total value of holdings $67.1M
$208K calls
$252K puts
# of Institutions 76


Latest Institutional Activity in IEZ

Top Purchases

Q1 2025
Sea Crest Wealth Management, LLC Shares Held: 81.5K ($1.32M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 40.8K ($660K)
Q1 2025
Truist Financial Corp Shares Held: 23K ($372K)
Q1 2025
Continuum Advisory, LLC Shares Held: 800 ($13K)
Q1 2025
Sunbelt Securities, Inc. Shares Held: 7.79K ($126K)

Top Sells

Q1 2025
Parallel Advisors, LLC Shares Held: 600 ($9.71K)
Q1 2025
Revisor Wealth Management LLC Shares Held: 26.1K ($422K)
Q1 2025
Genesee Capital Advisors, LLC Shares Held: 101K ($1.63M)
Q1 2025
Cottonwood Capital Advisors, LLC Shares Held: 53.8K ($872K)
Q4 2024
Tower Research Capital LLC (Trc) Shares Held: 57 ($923)

About IEZ

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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