Institutional shares held 131,058
0 calls
0 puts
Total value of holdings $5.39M
$0 calls
$0 puts
# of Institutions 16


Latest Institutional Activity in ISVL

Top Purchases

Q1 2025
Valued Wealth Advisors LLC Shares Held: 22.8K ($940K)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 6.06K ($249K)
Q1 2025
Ubs Group Ag Shares Held: 672 ($27.7K)
Q1 2025
Hager Investment Management Services, LLC Shares Held: 155 ($6.38K)
Q1 2025
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)

Top Sells

Q1 2025
New Edge Advisors, LLC Shares Held: 37.9K ($1.56M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11K ($452K)
Q1 2025
Jpmorgan Chase & CO Shares Held: 2.98K ($123K)
Q1 2025
Aurelius Family Office LLC Shares Held: 8.45K ($348K)
Q1 2024
Perigon Wealth Management, LLC Shares Held: 6.82K ($281K)

About ISVL

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