Institutional shares held 428 Million
281K calls
217K puts
Total value of holdings $41.7B
$27.4M calls
$21.2M puts
# of Institutions 1,765


Latest Institutional Activity in IVW

Top Purchases

Q3 2024
Foundations Investment Advisors, LLC Shares Held: 1.43M ($139M)
Q3 2024
Ronald Blue Trust, Inc. Shares Held: 277K ($27M)
Q3 2024
Stratos Wealth Partners, Ltd. Shares Held: 283K ($27.6M)
Q3 2024
Sterling Group Wealth Management, LLC Shares Held: 103K ($10M)
Q3 2024
Summit Investment Advisory Services, LLC Shares Held: 74.1K ($7.23M)

Top Sells

Q3 2024
Smith Anglin Financial, LLC Shares Held: 245K ($23.9M)
Q3 2024
Park Avenue Securities LLC Shares Held: 3.8M ($371M)
Q3 2024
Cwm, LLC Shares Held: 5.71M ($557M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 2.21M ($216M)
Q3 2024
Merit Financial Group, LLC Shares Held: 147K ($14.3M)

About IVW

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