Institutional shares held 57 Million
0 calls
0 puts
Total value of holdings $1.68B
$0 calls
$0 puts
# of Institutions 289


Latest Institutional Activity in IVLU

Top Purchases

Q1 2025
Kwb Wealth Shares Held: 593K ($17.5M)
Q1 2025
Kfg Wealth Management, LLC Shares Held: 83.8K ($2.47M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 101K ($2.98M)
Q1 2025
Rhs Financial, LLC Shares Held: 174K ($5.13M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 19.2K ($565K)

Top Sells

Q1 2025
Trust Point Inc. Shares Held: 266K ($7.85M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 687K ($20.3M)
Q1 2025
Merit Financial Group, LLC Shares Held: 11K ($325K)
Q1 2025
High Probability Advisors, LLC Shares Held: 406K ($12M)
Q1 2025
Ironwood Wealth Management, Inc. Shares Held: 279K ($8.23M)

About IVLU

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