Institutional shares held 12.5 Million
3.1K calls
300 puts
Total value of holdings $974M
$242K calls
$23K puts
# of Institutions 245

Latest Institutional Activity in ICVT

Top Purchases

Q4 2023
Assetmark, Inc Shares Held: 1.56M ($122M)
Q4 2023
Bank Of America Corp Shares Held: 1.68M ($132M)
Q4 2023
Greenleaf Trust Shares Held: 295K ($23.1M)
Q4 2023
1832 Asset Management L.P. Shares Held: 284K ($22.2M)
Q4 2023
Certified Advisory Corp Shares Held: 153K ($11.9M)

Top Sells

Q4 2023
Tradewinds Capital Management, LLC Shares Held: 4.19K ($328K)
Q4 2023
Ameriprise Financial Inc Shares Held: 199K ($15.5M)
Q4 2023
Scarborough Advisors, LLC Shares Held: 135 ($10.6K)
Q4 2023
Cambridge Investment Research Advisors, Inc. Shares Held: 31.7K ($2.48M)
Q4 2023
Gradient Investments LLC Shares Held: 247K ($19.3M)

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