IUSB ($IUSB) Insider Trading & Smart Money Activity

IUSB · Latest filing Oct 16, 2026

$IUSB has 13 13F position changes on file.

Insider buyers (12 mo)

0

Insider sellers (12 mo)

0

Net insider $ (12 mo)

$0

Congress trades (12 mo)

0

13F moves on file

13

Analyst ratings on file

0

IUSB insider buying and selling by quarter

Quarter	Insider buys	Insider sales	Congress buys / sales	13F added / cut
Q1 2026	0	0	0 / 0	0 / 0
Q2 2026	0	0	0 / 0	0 / 0
Q3 2026	0	0	0 / 0	0 / 0
Q4 2026	0	0	0 / 0	11 / 2

Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.

All IUSB insider, congress, 13F and analyst activity

All 13F

Date	Source	Who	Action	Shares	Value / amount	ΔOwn	1W	1M	6M	Filing	Story
Oct 16, 2026	13F	KWB Wealth	Added	+133.97K sh	$29.45M						—
Oct 16, 2026	13F	Global Strategic Investment Solutions	Added	+109.28K sh	$70.90M						—
Oct 16, 2026	13F	Global Strategic Investment Solutions	Added	+109.28K sh	$70.90M						—
Oct 16, 2026	13F	Concurrent Investment Advisors	Added	+1.43M sh	$89.84M						Read
Oct 16, 2026	13F	Concurrent Investment Advisors	Added	+1.43M sh	$89.84M						—
Oct 16, 2026	13F	Aspiriant	Reduced	-17.73K sh	$608.57K						—
Oct 15, 2026	13F	Blue Trust	Added	+163.38K sh	$31.79M						—
Oct 15, 2026	13F	Atria Investments	Added	+309.39K sh	$74.53M						—
Oct 14, 2026	13F	Patriot Financial Group Insurance Agency	Added	+27.40K sh	$7.37M						—
Oct 14, 2026	13F	Orgel Wealth Management	Reduced	-12.97K sh	$8.16M						—
Oct 14, 2026	13F	Heck Capital Advisors	Added	+1.55M sh	$73.18M						Read
Oct 14, 2026	13F	Focus Financial Network	Added	+69.61K sh	$15.62M						—
Oct 14, 2026	13F	Columbus Macro	Added	+47.14K sh	$4.38M						—

1W / 1M / 6M = how IUSB moved from the trade or filing date.

Institutions moving IUSB (13F)

• Global Strategic Investment Solutions2
• Concurrent Investment Advisors2
• KWB Wealth1
• Aspiriant1
• Blue Trust1
• Atria Investments1
• Patriot Financial Group Insurance Agency1
• Orgel Wealth Management1
• Heck Capital Advisors1
• Focus Financial Network1
• Columbus Macro1

Frequently asked questions

Which institutions changed their IUSB positions?

Recent 13F filers moving the stock include Global Strategic Investment Solutions, Concurrent Investment Advisors, KWB Wealth, Aspiriant and Blue Trust.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.