Institutional shares held 142 Million
3.1K calls
100 puts
Total value of holdings $12.3B
$269K calls
$8K puts
# of Institutions 649

Latest Institutional Activity in IUSV

Top Purchases

Q4 2023
Bank Of America Corp Shares Held: 58.2M ($5.06B)
Q4 2023
Jpmorgan Chase & CO Shares Held: 1.66M ($145M)
Q4 2023
Lpl Financial LLC Shares Held: 12.2M ($1.06B)
Q4 2023
Ci Private Wealth, LLC Shares Held: 699K ($60.7M)
Q4 2023
Vista Private Wealth Partners. LLC Shares Held: 402K ($34.9M)

Top Sells

Q4 2023
Ronald Blue Trust, Inc. Shares Held: 4.84M ($420M)
Q4 2023
Beacon Pointe Advisors, LLC Shares Held: 12.4K ($1.08M)
Q4 2023
Venturi Wealth Management, LLC Shares Held: 638K ($55.4M)
Q4 2023
Black Rock Inc. Shares Held: 83.1K ($7.21M)
Q4 2023
Symphony Financial, Ltd. Co. Shares Held: 109K ($9.45M)

About IUSV

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