Latest Institutional Transactions on I3 Verticals, Inc. (IIIV)
This table provides information on the latest institutional transactions involving I3 Verticals, Inc. (IIIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
6.21KNew |
$173K - $205K
|
6.21K
$179K
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-214K- 28.19% |
$5.95M - $7.05M
|
545K
$15.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-318- 0.87% |
$8.84K - $10.5K
|
36.1K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
68.3KNew |
$1.9M - $2.25M
|
68.3K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
12th Street Asset Management Company, LLC
Nashville, TN |
BUY
|
- |
375K+ 159.88% |
$10.4M - $12.4M
|
610K
$17.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4- 3.36% |
$111 - $132
|
115
$3.32K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6New |
$167 - $198
|
6
$173
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
102KNew |
$2.83M - $3.35M
|
102K
$2.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-190K- 16.58% |
$5.28M - $6.26M
|
956K
$27.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-58- 10.25% |
$1.61K - $1.91K
|
508
$14.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
107K+ 19.63% |
$2.99M - $3.54M
|
655K
$18.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-13.4K- 22.1% |
$372K - $441K
|
47.1K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
7+ 0.37% |
$195 - $231
|
1.88K
$54.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.75KNew |
$243K - $288K
|
8.75K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.6K+ 56.25% |
$1.49M - $1.77M
|
149K
$4.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
6.85KNew |
$191K - $226K
|
6.85K
$198K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12- 14.46% |
$334 - $395
|
71
$2.05K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-26.5K- 37.51% |
$736K - $872K
|
44.1K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
96.9KNew |
$2.69M - $3.19M
|
96.9K
$2.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
10.2KNew |
$284K - $337K
|
10.2K
$295K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.1KNew |
$421K - $498K
|
15.1K
$436K
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
779K+ 485.85% |
$21.7M - $25.7M
|
939K
$27.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
10.8KNew |
$300K - $356K
|
10.8K
$312K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
336+ 2.3% |
$9.34K - $11.1K
|
14.9K
$430K
|
|
|
Oct 24, 2025
Q3 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-220- 0.32% |
$6.12K - $7.25K
|
69.6K
$2.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.5KNew |
$348K - $412K
|
12.5K
$361K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-800- 8.7% |
$22.2K - $26.4K
|
8.4K
$242K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
215New |
$5.98K - $7.08K
|
215
$6.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
211New |
$5.87K - $6.95K
|
211
$6.09K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
88.8KNew |
$2.47M - $2.93M
|
88.8K
$2.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
240New |
$6.67K - $7.91K
|
240
$6.92K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-643- 2.09% |
$17.9K - $21.2K
|
30.1K
$869K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-327K- 71.93% |
$9.1M - $10.8M
|
128K
$3.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23+ 5.61% |
$640 - $758
|
433
$12.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
60New |
$1.67K - $1.98K
|
60
$1.73K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$139 - $165
|
5
$144
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5+ 83.33% |
$139 - $165
|
11
$317
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.81K- 4.88% |
$63.9K - $77.1K
|
54.7K
$1.58M
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.02K+ 0.44% |
$23.2K - $28K
|
233K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
BUY
|
- |
1.21K+ 0.49% |
$27.5K - $33.3K
|
247K
$7.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
9.7KNew |
$221K - $267K
|
9.7K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
58New |
$1.32K - $1.59K
|
58
$1.67K
|
|
|
Aug 14, 2025
Q2 2025
|
Visualize Group LP
New York, NY |
BUY
|
- |
80.3K+ 37.45% |
$1.83M - $2.21M
|
295K
$8.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.67K- 16.72% |
$129K - $156K
|
28.3K
$815K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
4New |
$91 - $110
|
4
$115
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
913+ 7.25% |
$20.8K - $25.1K
|
13.5K
$390K
|
|
|
Aug 13, 2025
Q2 2025
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
41.9K+ 4.19% |
$953K - $1.15M
|
1.04M
$30M
|
|
|
Aug 13, 2025
Q2 2025
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-2K- 5.41% |
$45.5K - $55K
|
35K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.3K- 40.89% |
$189K - $228K
|
12K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-222- 7.4% |
$5.05K - $6.1K
|
2.78K
$80.1K
|
|