Institutional shares held 180 Million
3K calls
0 puts
Total value of holdings $17B
$282K calls
$0 puts
# of Institutions 802


Latest Institutional Activity in IUSV

Top Purchases

Q2 2025
Confluence Investment Management LLC Shares Held: 126K ($11.8M)
Q1 2025
Churchill Management Corp Shares Held: 1.88M ($177M)
Q1 2025
Lpl Financial LLC Shares Held: 14.4M ($1.36B)
Q1 2025
Bank Of America Corp Shares Held: 72.2M ($6.8B)
Q1 2025
Merit Financial Group, LLC Shares Held: 2.41M ($227M)

Top Sells

Q1 2025
Auto Owners Insurance CO Shares Held: 514K ($48.4M)
Q1 2025
Empirical Asset Management, LLC Shares Held: 8.32K ($783K)
Q1 2025
Americana Partners, LLC Shares Held: 4.6K ($433K)
Q1 2025
Bank Julius Baer & Co. Ltd, Zurich Shares Held: 1.09K ($102K)
Q1 2025
Truist Financial Corp Shares Held: 123K ($11.6M)

About IUSV

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