Institutional shares held 55.9 Million
0 calls
0 puts
Total value of holdings $1.84B
$0 calls
$0 puts
# of Institutions 294


Latest Institutional Activity in IVLU

Top Purchases

Q2 2025
Trust Point Inc. Shares Held: 338K ($11.1M)
Q2 2025
Parallel Advisors, LLC Shares Held: 161K ($5.29M)
Q2 2025
Accelerate Investment Advisors LLC Shares Held: 8.57K ($282K)
Q2 2025
Baron Wealth Management LLC Shares Held: 8.05K ($265K)
Q2 2025
Breakwater Capital Group Shares Held: 35.9K ($1.18M)

Top Sells

Q2 2025
High Probability Advisors, LLC Shares Held: 365K ($12M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 664K ($21.8M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 23.4K ($768K)
Q2 2025
Ridgeline Wealth, LLC Shares Held: 10.2K ($334K)
Q2 2025
Prosperity Planning, Inc. Shares Held: 146K ($4.81M)

About IVLU

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