Institutional shares held 192 Million
0 calls
0 puts
Total value of holdings $19.5B
$0 calls
$0 puts
# of Institutions 835


Latest Institutional Activity in IUSV

Top Purchases

Q4 2025
Tabr Capital Management, LLC Shares Held: 24K ($2.43M)
Q4 2025
Occidental Asset Management, LLC Shares Held: 19.4K ($1.96M)
Q4 2025
Ddfg, Inc Shares Held: 280K ($28.4M)
Q4 2025
Silver Lake Advisory, LLC Shares Held: 24K ($2.43M)
Q4 2025
Ransom Advisory, LTD Shares Held: 300 ($30.4K)

Top Sells

Q4 2025
Rda Financial Network Shares Held: 6.19K ($627K)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 95.9K ($9.72M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 451K ($45.7M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 4K ($406K)
Q4 2025
Breakwater Capital Group Shares Held: 46.7K ($4.73M)

About IUSV

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