Institutional shares held 55.9 Million
0 calls
0 puts
Total value of holdings $1.82B
$0 calls
$0 puts
# of Institutions 291


Latest Institutional Activity in IVLU

Top Purchases

Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 15.4M ($504M)
Q1 2025
Per Stirling Capital Management, Llc. Shares Held: 298K ($9.73M)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 305K ($9.95M)
Q1 2025
Ameriprise Financial Inc Shares Held: 184K ($6.02M)
Q1 2025
Saxon Interests, Inc. Shares Held: 93.2K ($3.04M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 4.31M ($141M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 3.94M ($129M)
Q1 2025
Ubs Group Ag Shares Held: 109K ($3.55M)
Q1 2025
Trust Point Inc. Shares Held: 266K ($8.69M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 687K ($22.4M)

About IVLU

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