Institutional shares held 20.7 Million
18.2K calls
44.1K puts
Total value of holdings $2.56B
$2.25M calls
$5.46M puts
# of Institutions 511


Latest Institutional Activity in IYF

Top Purchases

Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 827K ($102M)
Q4 2025
Centerline Wealth Advisors, LLC Shares Held: 41.5K ($5.14M)
Q4 2025
Unique Wealth, LLC Shares Held: 50.2K ($6.21M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 17.5K ($2.16M)
Q4 2025
Traveka Wealth, LLC Shares Held: 5.01K ($620K)

Top Sells

Q4 2025
First Citizens Financial Corp Shares Held: 54.4K ($6.73M)
Q4 2025
Dagco, Inc. Shares Held: 3.2K ($396K)
Q4 2025
Cahaba Wealth Management, Inc. Shares Held: 3.12K ($386K)
Q4 2025
Armstrong Advisory Group, Inc Shares Held: 19 ($2.35K)
Q3 2025
Fisher Asset Management, LLC Shares Held: 1.78M ($221M)

About IYF

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