Institutional shares held 6.85 Million
0 calls
0 puts
Total value of holdings $325M
$0 calls
$0 puts
# of Institutions 96


Latest Institutional Activity in IUS

Top Purchases

Q1 2025
Clear Creek Financial Management, LLC Shares Held: 97.6K ($4.64M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 108K ($5.14M)
Q1 2025
Intelligence Driven Advisers, LLC Shares Held: 388K ($18.4M)
Q1 2025
Davies Financial Advisors, Inc. Shares Held: 43.2K ($2.05M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 22.4K ($1.07M)

Top Sells

Q1 2025
Merit Financial Group, LLC Shares Held: 243K ($11.6M)
Q1 2025
Byrne Financial Freedom, LLC Shares Held: 93.3K ($4.43M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 378K ($17.9M)
Q1 2025
Aifg Consultants Ltd. Shares Held: 35.8K ($1.7M)
Q1 2025
Fermata Advisors, LLC Shares Held: 7.26K ($345K)

About IUS

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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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