Institutional shares held 57.9 Million
0 calls
0 puts
Total value of holdings $1.56B
$0 calls
$0 puts
# of Institutions 231


Latest Institutional Activity in IVLU

Top Purchases

Q4 2023
Sequoia Financial Advisors, LLC Shares Held: 1.42M ($38M)
Q4 2023
Eqis Capital Management, Inc. Shares Held: 833K ($22.4M)
Q4 2023
Northwestern Mutual Wealth Management CO Shares Held: 14.5M ($391M)
Q4 2023
Farrow Financial Inc. Shares Held: 257K ($6.89M)
Q4 2023
Wealth Enhancement Advisory Services, LLC Shares Held: 214K ($5.75M)

Top Sells

Q4 2023
Lgl Partners, LLC Shares Held: 174K ($4.68M)
Q4 2023
Fft Wealth Management LLC Shares Held: 443K ($11.9M)
Q4 2023
Jpmorgan Chase & CO Shares Held: 3.74M ($100M)
Q4 2023
Mercer Global Advisors Inc Shares Held: 7.6M ($204M)
Q4 2023
Envestnet Asset Management Inc Shares Held: 7.11M ($191M)

About IVLU

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