Institutional shares held 18.3 Million
19.7K calls
3.9K puts
Total value of holdings $2.15B
$2.32M calls
$459K puts
# of Institutions 427


Latest Institutional Activity in IYF

Top Purchases

Q4 2024
Minich Mac Gregor Wealth Management, LLC Shares Held: 181K ($21.4M)
Q4 2024
Finley Financial, LLC Shares Held: 74.3K ($8.77M)
Q4 2024
Kingsview Wealth Management, LLC Shares Held: 34.7K ($4.1M)
Q4 2024
B Long Financial, LLC Shares Held: 23.4K ($2.76M)
Q4 2024
Wealthstar Advisors, LLC Shares Held: 19.5K ($2.3M)

Top Sells

Q4 2024
Gds Wealth Management Shares Held: 137K ($16.2M)
Q4 2024
Washington Trust CO Shares Held: 240K ($28.3M)
Q4 2024
Robertson Stephens Wealth Management, LLC Shares Held: 7.67K ($905K)
Q4 2024
J.W. Cole Advisors, Inc. Shares Held: 12.2K ($1.45M)
Q4 2024
Brookstone Capital Management Shares Held: 50.6K ($5.97M)

About IYF

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