Institutional shares held 700 Million
0 calls
0 puts
Total value of holdings $32.4B
$0 calls
$0 puts
# of Institutions 771


Latest Institutional Activity in IUSB

Top Purchases

Q4 2024
Jones Financial Companies Lllp Shares Held: 60.5M ($2.8B)
Q4 2024
Lpl Financial LLC Shares Held: 44.6M ($2.06B)
Q4 2024
Raymond James Financial Inc Shares Held: 4.07M ($188M)
Q4 2024
Wells Fargo & Company Shares Held: 42.5M ($1.97B)
Q4 2024
Morgan Stanley Shares Held: 23.3M ($1.08B)

Top Sells

Q4 2024
Envestnet Asset Management Inc Shares Held: 141M ($6.53B)
Q4 2024
Life Planning Partners, Inc Shares Held: 96.9K ($4.48M)
Q4 2024
Jpmorgan Chase & CO Shares Held: 18.1M ($838M)
Q4 2024
Cwm, LLC Shares Held: 18.9M ($873M)
Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 21.4M ($992M)

About IUSB

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