Institutional shares held 120 Million
920K calls
933K puts
Total value of holdings $14.4B
$110M calls
$111M puts
# of Institutions 905


Latest Institutional Activity in IEI

Top Purchases

Q4 2025
Westview Management Dba Westview Investment Advisors Shares Held: 105K ($12.5M)
Q4 2025
Spartan Planning & Wealth Management Shares Held: 136K ($16.2M)
Q4 2025
Centerline Wealth Advisors, LLC Shares Held: 56.6K ($6.76M)
Q4 2025
Armstrong Advisory Group, Inc Shares Held: 988K ($118M)
Q4 2025
Lake Hills Wealth Management, LLC Shares Held: 73.8K ($8.82M)

Top Sells

Q4 2025
Aafmaa Wealth Management & Trust LLC Shares Held: 3.95K ($471K)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 469K ($56M)
Q4 2025
Unique Wealth, LLC Shares Held: 36.4K ($4.35M)
Q4 2025
Financial Management Network Inc Shares Held: 50K ($5.97M)
Q4 2025
Legacy Private Trust Co. Shares Held: 14.7K ($1.75M)

About IEI

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