Institutional shares held 178 Million
3K calls
0 puts
Total value of holdings $17.1B
$286K calls
$0 puts
# of Institutions 801


Latest Institutional Activity in IUSV

Top Purchases

Q2 2025
Confluence Investment Management LLC Shares Held: 126K ($12M)
Q2 2025
Legacy Financial Group LLC Shares Held: 145K ($13.8M)
Q2 2025
Signaturefd, LLC Shares Held: 4.48M ($429M)
Q2 2025
Veracity Capital LLC Shares Held: 374K ($35.8M)
Q2 2025
Mc Glone Suttner Wealth Management, Inc. Shares Held: 613K ($58.7M)

Top Sells

Q2 2025
Eaton Financial Holdings Company, LLC Shares Held: 72.2K ($6.9M)
Q2 2025
Td Private Client Wealth LLC Shares Held: 160K ($15.3M)
Q2 2025
Occidental Asset Management, LLC Shares Held: 8.65K ($827K)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 59.8K ($5.72M)
Q2 2025
Mfa Wealth Advisors, LLC Shares Held: 138K ($13.2M)

About IUSV

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