Institutional shares held 163 Million
2.8K calls
2K puts
Total value of holdings $15.4B
$264K calls
$188K puts
# of Institutions 731


Latest Institutional Activity in IUSV

Top Purchases

Q4 2024
Aspiriant, LLC Shares Held: 3.27M ($308M)
Q4 2024
Confluence Investment Management LLC Shares Held: 263K ($24.8M)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 177K ($16.7M)
Q4 2024
Pca Investment Advisory Services Inc. Shares Held: 221K ($20.8M)
Q4 2024
General Partner, Inc. Shares Held: 25.6K ($2.42M)

Top Sells

Q4 2024
Merit Financial Group, LLC Shares Held: 1.8M ($170M)
Q4 2024
Rovin Capital Shares Held: 57.4K ($5.41M)
Q4 2024
Graypoint LLC Shares Held: 5.54K ($522K)
Q4 2024
First Hawaiian Bank Shares Held: 65.8K ($6.21M)
Q4 2024
Occidental Asset Management, LLC Shares Held: 12.1K ($1.14M)

About IUSV

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