Institutional shares held 4.75 Million
0 calls
0 puts
Total value of holdings $174M
$0 calls
$0 puts
# of Institutions 15

Latest Institutional Activity in ISVL

Top Purchases

Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 12.9K ($472K)
Q2 2024
Valued Wealth Advisors LLC Shares Held: 9.42K ($345K)
Q1 2024
Wms Partners, LLC Shares Held: 5.8K ($212K)
Q1 2024
New Edge Advisors, LLC Shares Held: 69.6K ($2.55M)
Q1 2024
Glass Jacobson Investment Advisors LLC Shares Held: 14.8K ($541K)

Top Sells

Q1 2024
Advisor Group Holdings, Inc. Shares Held: 1.47K ($54K)
Q1 2024
Perigon Wealth Management, LLC Shares Held: 6.82K ($250K)
Q4 2023
Old Mission Capital LLC Shares Held: 9.61K ($352K)
Q1 2022
High Tower Advisors, LLC Shares Held: 0 ($0)
Q4 2021
Robinson Capital Management, LLC Shares Held: 0 ($0)

About ISVL

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