Institutional shares held 6.74 Million
0 calls
0 puts
Total value of holdings $210M
$0 calls
$0 puts
# of Institutions 18


Latest Institutional Activity in IQSI

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 49.8K ($1.57M)
Q1 2025
Golden State Equity Partners Shares Held: 51.8K ($1.64M)
Q1 2025
Paul R. Ried Financial Group, LLC Shares Held: 24.6K ($779K)
Q4 2024
New York Life Investment Management LLC Shares Held: 6.11M ($193M)
Q4 2024
Susquehanna International Group, LLP Shares Held: 17.3K ($547K)

Top Sells

Q1 2025
Golden State Wealth Management, LLC Shares Held: 3.18K ($100K)
Q4 2024
Orion Portfolio Solutions, LLC Shares Held: 45.9K ($1.45M)
Q4 2024
Boston Financial Mangement LLC Shares Held: 16.7K ($528K)
Q4 2024
Lpl Financial LLC Shares Held: 53.8K ($1.7M)
Q4 2024
Morgan Stanley Shares Held: 15.4K ($488K)

About IQSI

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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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