Institutional shares held 177 Million
3K calls
0 puts
Total value of holdings $17.2B
$290K calls
$0 puts
# of Institutions 801


Latest Institutional Activity in IUSV

Top Purchases

Q2 2025
Ronald Blue Trust, Inc. Shares Held: 4.86M ($471M)
Q2 2025
Confluence Investment Management LLC Shares Held: 126K ($12.2M)
Q2 2025
Valpey Financial Services, LLC Shares Held: 30.2K ($2.93M)
Q2 2025
Legacy Financial Group LLC Shares Held: 145K ($14M)
Q2 2025
Sol Capital Management CO Shares Held: 29.2K ($2.83M)

Top Sells

Q2 2025
Venturi Wealth Management, LLC Shares Held: 415K ($40.2M)
Q2 2025
Merit Financial Group, LLC Shares Held: 2.29M ($222M)
Q2 2025
Blair William & CO Shares Held: 1.05M ($102M)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 78K ($7.56M)
Q2 2025
Robertson Stephens Wealth Management, LLC Shares Held: 7.52K ($729K)

About IUSV

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