Institutional shares held 158 Million
0 calls
0 puts
Total value of holdings $15.1B
$0 calls
$0 puts
# of Institutions 699


Latest Institutional Activity in IUSV

Top Purchases

Q3 2024
Ronald Blue Trust, Inc. Shares Held: 4.91M ($472M)
Q3 2024
Flagship Harbor Advisors, LLC Shares Held: 260K ($25M)
Q3 2024
Sapient Capital LLC Shares Held: 95.3K ($9.16M)
Q3 2024
Raymond James & Associates Shares Held: 563K ($54.1M)
Q3 2024
Canandaigua National Bank & Trust CO Shares Held: 698K ($67.1M)

Top Sells

Q3 2024
Merit Financial Group, LLC Shares Held: 2.37M ($227M)
Q3 2024
Mc Glone Suttner Wealth Management, Inc. Shares Held: 443K ($42.6M)
Q3 2024
Cwm, LLC Shares Held: 701K ($67.4M)
Q3 2024
Global Retirement Partners, LLC Shares Held: 55K ($5.29M)
Q3 2024
Allspring Global Investments Holdings, LLC Shares Held: 508K ($48.8M)

About IUSV

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