Institutional shares held 3.6 Million
0 calls
0 puts
Total value of holdings $110M
$0 calls
$0 puts
# of Institutions 33


Latest Institutional Activity in IVAL

Top Purchases

Q3 2025
High Tower Advisors, LLC Shares Held: 298K ($9.13M)
Q3 2025
Revolve Wealth Partners, LLC Shares Held: 1.4M ($42.9M)
Q3 2025
One Degree Advisors Inc Shares Held: 106K ($3.26M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 12.5K ($383K)
Q3 2025
Warren Street Wealth Advisors, LLC Shares Held: 55.3K ($1.7M)

Top Sells

Q3 2025
Empirical Finance, LLC Shares Held: 368K ($11.3M)
Q3 2025
Lifeworks Advisors, LLC Shares Held: 9.18K ($281K)
Q3 2025
Kathmere Capital Management, LLC Shares Held: 135K ($4.14M)
Q3 2025
Well Done, LLC Shares Held: 16.6K ($508K)
Q3 2025
Wells Fargo & Company Shares Held: 0 ($0)

About IVAL

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