Institutional shares held 394 Million
379K calls
355K puts
Total value of holdings $35.4B
$34.1M calls
$31.9M puts
# of Institutions 1,691


Latest Institutional Activity in IVW

Top Purchases

Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 6.37M ($574M)
Q2 2024
Park Avenue Securities LLC Shares Held: 4.24M ($382M)
Q2 2024
Cwm, LLC Shares Held: 6.01M ($541M)
Q2 2024
Jb Capital LLC Shares Held: 1.32M ($118M)
Q2 2024
Sharkey, Howes & Javer Shares Held: 302K ($27.2M)

Top Sells

Q2 2024
First Hawaiian Bank Shares Held: 404K ($36.4M)
Q2 2024
Fifth Third Bancorp Shares Held: 829K ($74.6M)
Q2 2024
Greenleaf Trust Shares Held: 376K ($33.9M)
Q2 2024
Amarillo National Bank Shares Held: 368K ($33.2M)
Q2 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.48M ($133M)

About IVW

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