Institutional shares held 15.1 Million
9.8K calls
1.1K puts
Total value of holdings $651M
$423K calls
$47K puts
# of Institutions 342


Latest Institutional Activity in IYE

Top Purchases

Q1 2025
Wealth Management Partners, LLC Shares Held: 25K ($1.08M)
Q1 2025
Lakeshore Capital Group, Inc. Shares Held: 5.85K ($253K)
Q1 2025
Ballew Advisors, Inc Shares Held: 27.1K ($1.17M)
Q1 2025
Lantz Financial LLC Shares Held: 4.19K ($181K)
Q1 2025
Lpwm LLC Shares Held: 4.18K ($180K)

Top Sells

Q1 2025
Ferguson Wellman Capital Management, Inc Shares Held: 6.24K ($270K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 47.8K ($2.06M)
Q1 2025
Cypress Wealth Services, LLC Shares Held: 5.79K ($250K)
Q1 2025
Market Street Wealth Management Advisors LLC Shares Held: 4.49K ($194K)
Q1 2025
First Citizens Financial Corp Shares Held: 46K ($1.99M)

About IYE

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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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