Institutional shares held 180 Million
3K calls
0 puts
Total value of holdings $16.6B
$277K calls
$0 puts
# of Institutions 802


Latest Institutional Activity in IUSV

Top Purchases

Q1 2025
Churchill Management Corp Shares Held: 1.88M ($173M)
Q1 2025
Lpl Financial LLC Shares Held: 14.4M ($1.33B)
Q1 2025
Bank Of America Corp Shares Held: 72.2M ($6.67B)
Q1 2025
Merit Financial Group, LLC Shares Held: 2.41M ($223M)
Q1 2025
Venturi Wealth Management, LLC Shares Held: 1.21M ($112M)

Top Sells

Q1 2025
Auto Owners Insurance CO Shares Held: 514K ($47.5M)
Q1 2025
Empirical Asset Management, LLC Shares Held: 8.32K ($768K)
Q1 2025
Americana Partners, LLC Shares Held: 4.6K ($424K)
Q1 2025
Confluence Investment Management LLC Shares Held: 76.6K ($7.08M)
Q1 2025
Bank Julius Baer & Co. Ltd, Zurich Shares Held: 1.09K ($100K)

About IUSV

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