Institutional shares held 192 Million
0 calls
0 puts
Total value of holdings $19.5B
$0 calls
$0 puts
# of Institutions 833


Latest Institutional Activity in IUSV

Top Purchases

Q4 2025
Ransom Advisory, LTD Shares Held: 300 ($30.4K)
Q3 2025
Bank Of America Corp Shares Held: 80.2M ($8.13B)
Q3 2025
Foster Group, Inc. Shares Held: 1.04M ($105M)
Q3 2025
Lpl Financial LLC Shares Held: 15.8M ($1.6B)
Q3 2025
Envestnet Asset Management Inc Shares Held: 5.81M ($589M)

Top Sells

Q4 2025
Rda Financial Network Shares Held: 6.19K ($627K)
Q4 2025
Helen Stephens Group, LLC Shares Held: 2.61K ($265K)
Q4 2025
Roxbury Financial LLC Shares Held: 2.81K ($285K)
Q3 2025
Drake & Associates, LLC Shares Held: 23.9K ($2.42M)
Q3 2025
Venturi Wealth Management, LLC Shares Held: 234K ($23.7M)

About IUSV

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