Institutional shares held 2.15 Million
0 calls
0 puts
Total value of holdings $45.3M
$0 calls
$0 puts
# of Institutions 53


Latest Institutional Activity in IFGL

Top Purchases

Q1 2025
Courier Capital LLC Shares Held: 134K ($2.83M)
Q1 2025
Prosperity Planning, Inc. Shares Held: 14.7K ($310K)
Q4 2024
Heartland Bank & Trust CO Shares Held: 170K ($3.59M)
Q4 2024
Raymond James Financial Inc Shares Held: 40.9K ($863K)
Q4 2024
Lpl Financial LLC Shares Held: 62.2K ($1.31M)

Top Sells

Q1 2025
Family Firm, Inc. Shares Held: 114K ($2.42M)
Q1 2025
Cerity Partners LLC Shares Held: 50.3K ($1.06M)
Q1 2025
Upper Left Wealth Management, LLC Shares Held: 21.4K ($451K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 16.2K ($342K)
Q1 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 4.07K ($85.9K)

About IFGL

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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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