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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6+ 0.02% |
$137 - $165
|
35.1K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
22New |
$501 - $605
|
22
$635
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
18.9KNew |
$430K - $519K
|
18.9K
$545K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
960New |
$21.8K - $26.4K
|
960
$27.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Forager Capital Management, LLC
Birmingham, AL |
SELL
|
- |
-100K- 13.07% |
$2.28M - $2.75M
|
665K
$19.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-30- 50.0% |
$683 - $824
|
30
$866
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-42- 0.37% |
$956 - $1.15K
|
11.2K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
104+ 0.6% |
$2.37K - $2.86K
|
17.6K
$507K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.86K+ 57.27% |
$65.1K - $78.6K
|
7.85K
$227K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-97- 0.32% |
$2.21K - $2.67K
|
29.9K
$863K
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-10K- 7.69% |
$228K - $275K
|
120K
$3.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
194New |
$4.42K - $5.33K
|
194
$5.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
4KNew |
$91K - $110K
|
4K
$115K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.2KNew |
$233K - $281K
|
10.2K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$933 - $1.13K
|
41
$1.18K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
31.1K+ 234.36% |
$721K - $922K
|
44.4K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
158K+ 89.87% |
$3.65M - $4.67M
|
333K
$9.6M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.76K+ 9.18% |
$40.8K - $52.1K
|
20.9K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.47KNew |
$196K - $251K
|
8.47K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
36KNew |
$836K - $1.07M
|
36K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.21K+ 13.29% |
$51.3K - $65.6K
|
18.8K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-22.4K- 39.72% |
$520K - $666K
|
34K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Ayal Capital Advisors LTD
Toronto, A6 |
SELL
|
- |
-16.1K- 6.21% |
$374K - $479K
|
244K
$7.03M
|
|
|
May 15, 2025
Q1 2025
|
Kent Lake Pr LLC
Anasco, PR |
BUY
|
- |
89.6K+ 59.76% |
$2.08M - $2.66M
|
240K
$6.91M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-12.1K- 33.49% |
$281K - $359K
|
24K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.83K- 1.69% |
$135K - $173K
|
340K
$9.8M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
203New |
$4.71K - $6.02K
|
203
$5.86K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
26New |
$603 - $771
|
26
$750
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-3.01K- 3.69% |
$69.8K - $89.3K
|
78.6K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.51K- 25.98% |
$34.9K - $44.7K
|
4.29K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25New |
$580 - $742
|
25
$721
|
|
|
May 07, 2025
Q1 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
11.9KNew |
$275K - $352K
|
11.9K
$343K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
6.12KNew |
$142K - $182K
|
6.12K
$177K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
66New |
$1.53K - $1.96K
|
66
$1.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8.4KNew |
$195K - $249K
|
8.4K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
48+ 6.51% |
$1.11K - $1.42K
|
785
$22.6K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
100New |
$2.32K - $2.97K
|
100
$2.89K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-18K- 54.45% |
$416K - $533K
|
15K
$433K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
35New |
$812 - $1.04K
|
35
$1.01K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-250- 2.34% |
$5.8K - $7.42K
|
10.5K
$301K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-18.8K- 38.61% |
$437K - $558K
|
29.9K
$863K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
SELL
|
- |
-245K- 95.71% |
$5.15M - $6.36M
|
11K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
9.7K+ 41.69% |
$204K - $251K
|
33K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 15.51% |
$43.9K - $54.1K
|
11.4K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-600K- 44.64% |
$12.6M - $15.5M
|
744K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
SELL
|
- |
-2.29K- 4.74% |
$48.2K - $59.5K
|
46.1K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.94K+ 20.03% |
$104K - $128K
|
29.6K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.6K+ 111.91% |
$580K - $716K
|
52.3K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
9.18KNew |
$193K - $238K
|
9.18K
$265K
|
|