Institutional shares held 57.5 Million
0 calls
0 puts
Total value of holdings $2.06B
$0 calls
$0 puts
# of Institutions 326


Latest Institutional Activity in IVLU

Top Purchases

Q3 2025
Janney Montgomery Scott LLC Shares Held: 620K ($22.2M)
Q3 2025
Beacon Harbor Wealth Advisors, Inc. Shares Held: 341K ($12.2M)
Q3 2025
Kwb Wealth Shares Held: 800K ($28.6M)
Q3 2025
Cobblestone Asset Management LLC Shares Held: 259K ($9.29M)
Q3 2025
Titleist Asset Management, LLC Shares Held: 253K ($9.05M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 594K ($21.3M)
Q3 2025
Heck Capital Advisors, LLC Shares Held: 265K ($9.49M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 224K ($8.03M)
Q3 2025
Ackerman Capital Advisors, LLC Shares Held: 389K ($13.9M)
Q3 2025
Foster Group, Inc. Shares Held: 381K ($13.7M)

About IVLU

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