Institutional shares held 184 Million
0 calls
0 puts
Total value of holdings $18.5B
$0 calls
$0 puts
# of Institutions 830


Latest Institutional Activity in IUSV

Top Purchases

Q3 2025
Foster Group, Inc. Shares Held: 1.04M ($104M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 5.81M ($583M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 6.13M ($615M)
Q3 2025
Pnc Financial Services Group, Inc. Shares Held: 818K ($82.1M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 2.26M ($227M)

Top Sells

Q3 2025
Drake & Associates, LLC Shares Held: 23.9K ($2.4M)
Q3 2025
Venturi Wealth Management, LLC Shares Held: 234K ($23.5M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 1.28M ($128M)
Q3 2025
Townsend & Associates, Inc Shares Held: 362K ($36.3M)
Q3 2025
Gds Wealth Management Shares Held: 296K ($29.7M)

About IUSV

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