Purchases and Sales Made in Q2 2025 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q2 2025. The information is specifically focused on institutions that hold shares of i3 Verticals, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.77M+ 682.1% |
$63M - $76.1M
|
3.18M
$91.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
556K+ 42.83% |
$12.7M - $15.3M
|
1.85M
$53.5M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
401K+ 274.8% |
$9.14M - $11M
|
548K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
312K+ 68.76% |
$7.11M - $8.58M
|
767K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
301KNew |
$6.85M - $8.27M
|
301K
$8.68M
|
|
|
Aug 11, 2025
Q2 2025
|
12th Street Asset Management Company, LLC
Nashville, TN |
BUY
|
- |
235KNew |
$5.34M - $6.45M
|
235K
$6.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
226KNew |
$5.14M - $6.21M
|
226K
$6.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
183K+ 67.16% |
$4.16M - $5.02M
|
455K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
172K+ 21.85% |
$3.93M - $4.74M
|
962K
$27.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
160KNew |
$3.65M - $4.4M
|
160K
$4.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
160KNew |
$3.64M - $4.39M
|
160K
$4.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
101K+ 5.67% |
$2.31M - $2.78M
|
1.89M
$54.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
86.4K+ 82.82% |
$1.97M - $2.37M
|
191K
$5.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Visualize Group LP
New York, NY |
BUY
|
- |
80.3K+ 37.45% |
$1.83M - $2.21M
|
295K
$8.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
65.5KNew |
$1.49M - $1.8M
|
65.5K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
60.8K+ 112.22% |
$1.38M - $1.67M
|
115K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
58.1K+ 24525.32% |
$1.32M - $1.6M
|
58.4K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
55.1K+ 8.45% |
$1.25M - $1.51M
|
708K
$20.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
41.9K+ 4.19% |
$953K - $1.15M
|
1.04M
$30M
|
|
|
Aug 14, 2025
Q2 2025
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
40KNew |
$910K - $1.1M
|
40K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
39.6K+ 7.69% |
$902K - $1.09M
|
555K
$16M
|
|
|
Aug 12, 2025
Q2 2025
|
Altra Vue Capital, LLC
Bellevue, WA |
BUY
|
- |
35.8K+ 3.23% |
$816K - $985K
|
1.14M
$33M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
30.8KNew |
$700K - $845K
|
30.8K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
21.7K+ 37.73% |
$494K - $597K
|
79.3K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.6K+ 3.86% |
$491K - $593K
|
580K
$16.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
18.9KNew |
$430K - $519K
|
18.9K
$545K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.3K+ 11.42% |
$371K - $448K
|
159K
$4.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
15.1K+ 53.3% |
$343K - $414K
|
43.3K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6KNew |
$332K - $401K
|
14.6K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
14.5K+ 301.95% |
$331K - $399K
|
19.3K
$558K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
14.3K+ 25.39% |
$325K - $393K
|
70.6K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.3K+ 35.99% |
$302K - $365K
|
50.2K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.2KNew |
$233K - $281K
|
10.2K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
9.97K+ 7.8% |
$227K - $274K
|
138K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.9K+ 50.11% |
$225K - $272K
|
29.6K
$855K
|
|
|
Aug 14, 2025
Q2 2025
|
Crosslink Capital Inc
Menlo Park, CA |
BUY
|
- |
9.83K+ 0.79% |
$224K - $270K
|
1.25M
$36.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.8KNew |
$223K - $269K
|
9.8K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.7K+ 19.1% |
$221K - $267K
|
60.5K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.21KNew |
$210K - $253K
|
9.21K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
9.08K+ 3.3% |
$207K - $250K
|
284K
$8.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
8.62KNew |
$196K - $237K
|
8.62K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
7.65KNew |
$174K - $210K
|
7.65K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
4KNew |
$91K - $110K
|
4K
$115K
|
|
|
Aug 19, 2025
Q2 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
3.51K+ 0.31% |
$79.8K - $96.3K
|
1.15M
$33.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.86K+ 57.27% |
$65.1K - $78.6K
|
7.85K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.55K+ 128.9% |
$58K - $70K
|
4.52K
$130K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.41K+ 3.62% |
$54.8K - $66.1K
|
68.8K
$1.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.33K+ 0.36% |
$53K - $64K
|
648K
$18.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.88K+ 2.01% |
$42.8K - $51.7K
|
95.3K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.55K+ 229.87% |
$35.2K - $42.5K
|
2.22K
$64K
|
|