Institutional shares held 23.3 Million
4.7K calls
6.4K puts
Total value of holdings $1.97B
$398K calls
$542K puts
# of Institutions 375


Latest Institutional Activity in ICVT

Top Purchases

Q1 2025
Horizon Financial Services, LLC Shares Held: 3.51M ($298M)
Q1 2025
Systelligence, LLC Shares Held: 79.3K ($6.72M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 65.4K ($5.54M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.52M ($129M)
Q1 2025
Onyx Bridge Wealth Group LLC Shares Held: 135K ($11.4M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 237K ($20.1M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 151K ($12.8M)
Q1 2025
Private Advisor Group, LLC Shares Held: 19.4K ($1.64M)
Q1 2025
Acute Investment Advisory, LLC Shares Held: 3.69K ($313K)
Q1 2025
Allworth Financial LP Shares Held: 2.73K ($232K)

About ICVT

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