Institutional shares held 118 Million
2.7K calls
100 puts
Total value of holdings $14.3B
$327K calls
$12K puts
# of Institutions 824


Latest Institutional Activity in IUSG

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 1.12M ($136M)
Q1 2025
Cx Institutional Shares Held: 407K ($49.4M)
Q1 2025
Armstrong, Fleming & Moore, Inc Shares Held: 25.1K ($3.05M)
Q1 2025
Goldstone Financial Group, LLC Shares Held: 103K ($12.5M)
Q1 2025
Nbt Bank N A Shares Held: 131K ($15.9M)

Top Sells

Q1 2025
Veracity Capital LLC Shares Held: 230K ($27.8M)
Q1 2025
Gamma Investing LLC Shares Held: 289 ($35K)
Q1 2025
Tennessee Valley Asset Management Partners Shares Held: 370K ($44.9M)
Q1 2025
Doliver Advisors, LP Shares Held: 172K ($20.9M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 91.7K ($11.1M)

About IUSG

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P - Open market or private purchase×
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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×
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