Institutional shares held 237,614
0 calls
0 puts
Total value of holdings $10.4M
$0 calls
$0 puts
# of Institutions 18


Latest Institutional Activity in ISVL

Top Purchases

Q2 2025
Peregrine Asset Advisers, Inc. Shares Held: 99.7K ($4.35M)
Q2 2025
D.B. Root & Company, LLC Shares Held: 8.16K ($356K)
Q2 2025
Raymond James Financial Inc Shares Held: 3.29K ($143K)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 8.93K ($389K)
Q2 2025
New Edge Advisors, LLC Shares Held: 38.4K ($1.67M)

Top Sells

Q2 2025
Valued Wealth Advisors LLC Shares Held: 19.3K ($844K)
Q2 2025
Glass Jacobson Investment Advisors LLC Shares Held: 18.4K ($801K)
Q1 2025
Jpmorgan Chase & CO Shares Held: 2.98K ($130K)
Q1 2024
Perigon Wealth Management, LLC Shares Held: 6.82K ($297K)
Q4 2023
Old Mission Capital LLC Shares Held: 9.61K ($419K)

About ISVL

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