Institutional shares held 3.63 Million
0 calls
0 puts
Total value of holdings $110M
$0 calls
$0 puts
# of Institutions 38


Latest Institutional Activity in IVAL

Top Purchases

Q3 2025
Revolve Wealth Partners, LLC Shares Held: 1.4M ($42.4M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 12.5K ($379K)
Q3 2025
Warren Street Wealth Advisors, LLC Shares Held: 55.3K ($1.68M)
Q3 2025
One Plus One Wealth Management, LLC Shares Held: 176K ($5.33M)
Q3 2025
Vestment Financial LLC Shares Held: 72K ($2.18M)

Top Sells

Q3 2025
Kathmere Capital Management, LLC Shares Held: 135K ($4.1M)
Q2 2025
Goldman Sachs Group Inc Shares Held: 25.1K ($760K)
Q2 2025
Kathleen S. Wright Associates Inc. Shares Held: 2K ($60.7K)
Q2 2025
Lifeworks Advisors, LLC Shares Held: 14.2K ($430K)
Q2 2025
Well Done, LLC Shares Held: 17.3K ($526K)

About IVAL

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