Institutional shares held 427 Million
183K calls
101K puts
Total value of holdings $37.7B
$16.2M calls
$8.91M puts
# of Institutions 2,017


Latest Institutional Activity in IVW

Top Purchases

Q1 2025
Usa Financial Portformulas Corp Shares Held: 1.32M ($116M)
Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 166K ($14.7M)
Q1 2025
Park Avenue Securities LLC Shares Held: 3.94M ($349M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 369K ($32.6M)
Q1 2025
Transform Wealth, LLC Shares Held: 291K ($25.8M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 5.65K ($500K)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.08M ($95.7M)
Q1 2025
Collier Financial Shares Held: 1.23K ($109K)
Q1 2025
Merit Financial Group, LLC Shares Held: 223K ($19.7M)
Q1 2025
Arvest Investments, Inc. Shares Held: 12.9K ($1.14M)

About IVW

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