Institutional shares held 27.8 Million
9.9K calls
4K puts
Total value of holdings $3.36B
$1.2M calls
$482K puts
# of Institutions 801


Latest Institutional Activity in IJT

Top Purchases

Q1 2025
Mission Wealth Management, LP Shares Held: 11.4K ($1.38M)
Q1 2025
Pinnacle Financial Partners Inc Shares Held: 126K ($15.2M)
Q1 2025
Sterling Financial Planning, Inc. Shares Held: 118K ($14.2M)
Q1 2025
True Link Financial Advisors, LLC Shares Held: 4.81K ($581K)
Q1 2025
Park Avenue Securities LLC Shares Held: 9.61K ($1.16M)

Top Sells

Q1 2025
Pensionmark Financial Group, LLC Shares Held: 16.8K ($2.03M)
Q1 2025
Matauro, LLC Shares Held: 12.3K ($1.49M)
Q1 2025
Falcon Wealth Planning Shares Held: 155K ($18.8M)
Q1 2025
Rovin Capital Shares Held: 4.28K ($517K)
Q1 2025
Truist Financial Corp Shares Held: 126K ($15.2M)

About IJT

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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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