Institutional shares held 160 Million
4K calls
53.2K puts
Total value of holdings $12B
$300K calls
$4M puts
# of Institutions 929


Latest Institutional Activity in BIV

Top Purchases

Q4 2024
Life Planning Partners, Inc Shares Held: 1.68M ($126M)
Q4 2024
Better Wealth, LLC Shares Held: 397K ($29.8M)
Q4 2024
Cornerstone Planning Group LLC Shares Held: 458K ($34.4M)
Q4 2024
True Link Financial Advisors, LLC Shares Held: 3.95M ($297M)
Q4 2024
Mather Group, Llc. Shares Held: 2.91M ($219M)

Top Sells

Q4 2024
Amplius Wealth Advisors, LLC Shares Held: 80.2K ($6.02M)
Q4 2024
Olio Financial Planning Shares Held: 58.1K ($4.36M)
Q4 2024
Jacobson & Schmitt Advisors, LLC Shares Held: 3.63K ($273K)
Q4 2024
Planned Solutions, Inc. Shares Held: 63.3K ($4.75M)
Q4 2024
Traveka Wealth, LLC Shares Held: 20.7K ($1.56M)

About BIV

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