Institutional shares held 6.28 Million
0 calls
0 puts
Total value of holdings $207M
$0 calls
$0 puts
# of Institutions 114


Latest Institutional Activity in IJUL

Top Purchases

Q4 2025
Bip Wealth, LLC Shares Held: 344K ($11.3M)
Q4 2025
Signal Advisors Wealth, LLC Shares Held: 46.9K ($1.54M)
Q4 2025
Compass Advisory Group LLC Shares Held: 431K ($14.2M)
Q4 2025
Long Island Wealth Management, Inc. Shares Held: 58.1K ($1.91M)
Q4 2025
Fragasso Group Inc. Shares Held: 8.58K ($283K)

Top Sells

Q4 2025
Access Financial Services, Inc. Shares Held: 140K ($4.6M)
Q4 2025
Cypress Financial Planning LLC Shares Held: 9.21K ($303K)
Q4 2025
Worth Financial Advisory Group, LLC Shares Held: 6.99K ($230K)
Q4 2025
Lantz Financial LLC Shares Held: 57.1K ($1.88M)
Q4 2025
Silver Oak Securities, Inc Shares Held: 9.7K ($319K)

About IJUL

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