Institutional shares held 168 Million
2.9K calls
0 puts
Total value of holdings $15.9B
$275K calls
$0 puts
# of Institutions 746


Latest Institutional Activity in IUSV

Top Purchases

Q4 2024
Life Planning Partners, Inc Shares Held: 2.27M ($214M)
Q4 2024
Raymond James Financial Inc Shares Held: 1.41M ($133M)
Q4 2024
Jones Financial Companies Lllp Shares Held: 4.31M ($406M)
Q4 2024
Aspiriant, LLC Shares Held: 3.27M ($308M)
Q4 2024
Kestra Investment Management, LLC Shares Held: 2.59M ($244M)

Top Sells

Q4 2024
Merit Financial Group, LLC Shares Held: 1.8M ($170M)
Q4 2024
Venturi Wealth Management, LLC Shares Held: 695K ($65.6M)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 114K ($10.8M)
Q4 2024
Ronald Blue Trust, Inc. Shares Held: 4.65M ($439M)
Q4 2024
High Tower Advisors, LLC Shares Held: 672K ($63.4M)

About IUSV

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