Institutional shares held 149 Million
7.1K calls
200 puts
Total value of holdings $13.5B
$646K calls
$18K puts
# of Institutions 672

Latest Institutional Activity in IUSV

Top Purchases

Q2 2024
Canandaigua National Bank & Trust CO Shares Held: 648K ($59M)
Q2 2024
Aspiriant, LLC Shares Held: 2.86M ($261M)
Q2 2024
Raymond James & Associates Shares Held: 497K ($45.3M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 783K ($71.3M)
Q2 2024
Symphony Financial, Ltd. Co. Shares Held: 107K ($9.79M)

Top Sells

Q2 2024
Erts Wealth Advisors, LLC Shares Held: 121K ($11M)
Q2 2024
Cwm, LLC Shares Held: 726K ($66.1M)
Q2 2024
First Hawaiian Bank Shares Held: 83.5K ($7.61M)
Q2 2024
Ronald Blue Trust, Inc. Shares Held: 4.61M ($420M)
Q2 2024
Rovin Capital Shares Held: 45.8K ($4.17M)

About IUSV

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