Institutional shares held 4.73 Million
0 calls
0 puts
Total value of holdings $172M
$0 calls
$0 puts
# of Institutions 17


Latest Institutional Activity in ISVL

Top Purchases

Q4 2024
Aurelius Family Office LLC Shares Held: 8.67K ($316K)
Q4 2024
Jpmorgan Chase & CO Shares Held: 3.77K ($137K)
Q4 2024
Cetera Investment Advisers Shares Held: 15.4K ($559K)
Q4 2024
Glass Jacobson Investment Advisors LLC Shares Held: 19.3K ($704K)
Q4 2024
Creative Planning Shares Held: 19.9K ($726K)

Top Sells

Q4 2024
New Edge Advisors, LLC Shares Held: 39.5K ($1.44M)
Q4 2024
Morgan Stanley Shares Held: 0 ($0)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 1.11K ($40.6K)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 12.6K ($460K)
Q1 2024
Perigon Wealth Management, LLC Shares Held: 6.82K ($248K)

About ISVL

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