Institutional shares held 183 Million
3K calls
0 puts
Total value of holdings $18.2B
$297K calls
$0 puts
# of Institutions 814


Latest Institutional Activity in IUSV

Top Purchases

Q3 2025
Foster Group, Inc. Shares Held: 1.04M ($103M)
Q3 2025
Ronald Blue Trust, Inc. Shares Held: 4.99M ($495M)
Q3 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 47K ($4.66M)
Q3 2025
Canandaigua National Bank & Trust CO Shares Held: 837K ($82.9M)
Q3 2025
Veracity Capital LLC Shares Held: 389K ($38.6M)

Top Sells

Q3 2025
Cwm, LLC Shares Held: 623K ($61.7M)
Q3 2025
Columbus Macro, LLC Shares Held: 61.4K ($6.09M)
Q3 2025
180 Wealth Advisors, LLC Shares Held: 55.3K ($5.48M)
Q3 2025
Sound Income Strategies, LLC Shares Held: 1.71K ($169K)
Q3 2025
1900 Wealth Management LLC Shares Held: 13K ($1.29M)

About IUSV

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