Institutional shares held 59.6 Million
0 calls
0 puts
Total value of holdings $2.12B
$0 calls
$0 puts
# of Institutions 314


Latest Institutional Activity in IVLU

Top Purchases

Q3 2025
Kwb Wealth Shares Held: 800K ($28.4M)
Q3 2025
Trust Point Inc. Shares Held: 433K ($15.4M)
Q3 2025
Perigon Wealth Management, LLC Shares Held: 46.5K ($1.65M)
Q3 2025
High Probability Advisors, LLC Shares Held: 371K ($13.2M)
Q3 2025
Wedmont Private Capital Shares Held: 5.79K ($206K)

Top Sells

Q3 2025
Foster Group, Inc. Shares Held: 381K ($13.5M)
Q3 2025
Pensionmark Financial Group, LLC Shares Held: 51K ($1.81M)
Q3 2025
Prosperity Planning, Inc. Shares Held: 137K ($4.85M)
Q3 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 86.8K ($3.08M)
Q3 2025
Cypress Wealth Services, LLC Shares Held: 95.5K ($3.39M)

About IVLU

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