Institutional shares held 148 Million
7.1K calls
200 puts
Total value of holdings $13.6B
$651K calls
$18K puts
# of Institutions 671


Latest Institutional Activity in IUSV

Top Purchases

Q2 2024
Canandaigua National Bank & Trust CO Shares Held: 648K ($59.5M)
Q2 2024
Aspiriant, LLC Shares Held: 2.86M ($263M)
Q2 2024
Raymond James & Associates Shares Held: 497K ($45.7M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 783K ($71.9M)
Q2 2024
Symphony Financial, Ltd. Co. Shares Held: 107K ($9.87M)

Top Sells

Q2 2024
Erts Wealth Advisors, LLC Shares Held: 121K ($11.1M)
Q2 2024
Cwm, LLC Shares Held: 726K ($66.6M)
Q2 2024
First Hawaiian Bank Shares Held: 83.5K ($7.67M)
Q2 2024
Ronald Blue Trust, Inc. Shares Held: 4.61M ($423M)
Q2 2024
1900 Wealth Management LLC Shares Held: 16.6K ($1.52M)

About IUSV

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