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WEDBUSH SER TR
IVES
Holders
2
Combined Value
$2M
Combined Shares
80,379
Current Price
$37.37
52W High
$41.93
vs 52W High
−10.9%
Investor Activity
BUYSELLImplied priceClick a quarter to see who traded
Held By
| Investor | Value | % of Portfolio | Avg Buy Price | Gain | Last Activity | As of |
|---|---|---|---|---|---|---|
| Ken Griffin - Citadel Advisors | $1M | 0.00% | ~$27.28 | +37.0% | Sold Q1 2026 | Q1 2026 |
| Cliff Asness - AQR Capital | $283K | 0.00% | ~$31.61 | +18.2% | Sold Q1 2026 | Q1 2026 |
Recent Activity
| Quarter | Investor | Action | Est. Value | Est. Price |
|---|---|---|---|---|
| Q1 2026 | Ken Griffin - Citadel Advisors | SELL | −$2M | ~$28.37 |
| Q1 2026 | Cliff Asness - AQR Capital | SELL | −$58K | ~$28.37 |
| Q4 2025 | Ken Griffin - Citadel Advisors | SELL | −$414K | ~$31.61 |
| Q4 2025 | Cliff Asness - AQR Capital | NEW BUY | +$380K | ~$31.61 |
| Q3 2025 | Ken Griffin - Citadel Advisors | BUY | +$202K | ~$32.12 |
| Q2 2025 | Ken Griffin - Citadel Advisors | NEW BUY | +$4M | ~$27.11 |
Ownership History
| Period | Holders | Total Shares | Δ Shares | Total Value | Implied Price |
|---|---|---|---|---|---|
| Q1 2026 | 2 | 80,379 | −56.6% | $2M | $28.37 |
| Q4 2025 | 2 | 185,168 | −0.6% | $5M | $31.61 |
| Q3 2025 | 1 | 186,222 | +3.5% | $5M | $32.12 |
| Q2 2025 | 1 | 179,923 | — | $4M | $27.11 |