Institutional shares held 56.1 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
Park Avenue Securities LLC Shares Held: 304K ($10M)
Q2 2025
Pmg Wealth Management, Inc. Shares Held: 85.6K ($2.81M)
Q2 2025
Trust Point Inc. Shares Held: 338K ($11.1M)
Q2 2025
Parallel Advisors, LLC Shares Held: 161K ($5.29M)
Q2 2025
One Wealth Advisors, LLC Shares Held: 310K ($10.2M)

Top Sells

Q2 2025
Kwb Wealth Shares Held: 462K ($15.2M)
Q2 2025
High Probability Advisors, LLC Shares Held: 365K ($12M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 664K ($21.8M)
Q2 2025
Squire Investment Management Company, LLC Shares Held: 36.5K ($1.2M)
Q2 2025
Plancorp, LLC Shares Held: 325K ($10.7M)

About IVLU

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