CUSIP: 46138J825 Class: BULSHS 2025 CB
Note: Option positions (PUT/CALL) are excluded.
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Red Spruce Capital, LLC | 31,881 | 600,225 | +568,344 (+1782.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK | 116,289 | 2 | -116,287 (-100.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Cornerstone Planning, LLC | 1,083,748 | $22,379 |
| St. Louis Financial Planners Asset Management, LLC | 505,168 | $10,452 |
| Ledgewood Wealth Advisors, LLC | 417,109 | $8,630 |
| SMI Advisory Services, LLC | 1,239,406 | $25,662 |
| TLWM | 1,236,537 | $25,584 |
| Hudson Capital Management LLC | 713,037 | $14,753 |
| KIRR MARBACH & CO LLC /IN/ | 973,104 | $20,134 |
| Sound Stewardship, LLC | 344,976 | $7,138 |
| Farnam Financial LLC | 216,393 | $4,477 |
| Goepper Burkhardt LLC | 400,220 | $8,281 |
| Blossom Wealth Management | 82,463 | $1,706 |
| TFR Capital, LLC. | 340,849 | $7,052 |
| BCS Wealth Management | 516,791 | $10,692 |
| HOWARD WEALTH MANAGEMENT, LLC | 229,858 | $4,756 |
| Clark Asset Management, LLC | 881,714 | $18,243 |
| Infinity Wealth Counsel, LLC | 107,644 | $2,227 |
| Horizons Wealth Management | 150,351 | $3,111 |
| MONECO Advisors, LLC | 1,160,062 | $24,002 |
| Asset Dedication, LLC | 1,381,651 | $28,586 |
| Lido Advisors, LLC | 27,853,340 | $576,286 |