Institutional shares held 192 Million
0 calls
0 puts
Total value of holdings $19.5B
$0 calls
$0 puts
# of Institutions 836


Latest Institutional Activity in IUSV

Top Purchases

Q3 2025
Bank Of America Corp Shares Held: 80.2M ($8.13B)
Q3 2025
Foster Group, Inc. Shares Held: 1.04M ($105M)
Q3 2025
Lpl Financial LLC Shares Held: 15.8M ($1.6B)
Q3 2025
Envestnet Asset Management Inc Shares Held: 5.81M ($589M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 6.13M ($621M)

Top Sells

Q3 2025
Drake & Associates, LLC Shares Held: 23.9K ($2.42M)
Q3 2025
Venturi Wealth Management, LLC Shares Held: 234K ($23.7M)
Q3 2025
La Salle St. Investment Advisors, LLC Shares Held: 5.27K ($534K)
Q3 2025
Creative Financial Designs Inc Shares Held: 113K ($11.4M)
Q3 2025
Per Stirling Capital Management, Llc. Shares Held: 8.11K ($822K)

About IUSV

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