Institutional shares held 427 Million
203K calls
136K puts
Total value of holdings $44.2B
$21M calls
$14.1M puts
# of Institutions 2,027


Latest Institutional Activity in IVW

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 48.1M ($4.98B)
Q1 2025
Sofi Wealth, LLC Shares Held: 1.86M ($192M)
Q1 2025
Lpl Financial LLC Shares Held: 18.9M ($1.96B)
Q1 2025
Pinkerton Retirement Specialists, LLC Shares Held: 1.14M ($118M)
Q1 2025
Financiere Des Professionnels Fonds D,Investissement Inc. Shares Held: 710K ($73.5M)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 4.47M ($463M)
Q1 2025
Liberty Wealth Management LLC Shares Held: 244K ($25.3M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 43.8M ($4.54B)
Q1 2025
Wells Fargo & Company Shares Held: 15.5M ($1.61B)
Q1 2025
Huntington National Bank Shares Held: 1.7M ($176M)

About IVW

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