Institutional shares held 428 Million
183K calls
101K puts
Total value of holdings $38.7B
$16.5M calls
$9.1M puts
# of Institutions 2,019


Latest Institutional Activity in IVW

Top Purchases

Q1 2025
Sofi Wealth, LLC Shares Held: 1.86M ($175M)
Q1 2025
Aurora Private Wealth, Inc. Shares Held: 666K ($62.7M)
Q1 2025
Usa Financial Portformulas Corp Shares Held: 1.32M ($124M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 1.18M ($111M)
Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 166K ($15.6M)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 4.47M ($421M)
Q1 2025
Gamma Investing LLC Shares Held: 5.65K ($531K)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.08M ($102M)
Q1 2025
Madrona Financial Services, LLC Shares Held: 33.9K ($3.19M)
Q1 2025
Lvz, Inc. Shares Held: 846K ($79.6M)

About IVW

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