Institutional shares held 182 Million
3K calls
0 puts
Total value of holdings $18B
$296K calls
$0 puts
# of Institutions 812


Latest Institutional Activity in IUSV

Top Purchases

Q2 2025
Bank Of America Corp Shares Held: 74.4M ($7.36B)
Q2 2025
Jones Financial Companies Lllp Shares Held: 5.7M ($564M)
Q2 2025
Lpl Financial LLC Shares Held: 15.2M ($1.5B)
Q2 2025
Envestnet Asset Management Inc Shares Held: 5.25M ($520M)
Q2 2025
Principal Securities, Inc. Shares Held: 733K ($72.5M)

Top Sells

Q2 2025
Symphony Financial, Ltd. Co. Shares Held: 100K ($9.92M)
Q2 2025
Venturi Wealth Management, LLC Shares Held: 415K ($41M)
Q2 2025
Ci Private Wealth, LLC Shares Held: 456K ($45.1M)
Q2 2025
Mercer Global Advisors Inc Shares Held: 91.7K ($9.07M)
Q2 2025
Weil Company, Inc. Shares Held: 51.4K ($5.08M)

About IUSV

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