Institutional shares held 3.65 Million
0 calls
0 puts
Total value of holdings $102M
$0 calls
$0 puts
# of Institutions 34


Latest Institutional Activity in IVAL

Top Purchases

Q2 2025
One Plus One Wealth Management, LLC Shares Held: 169K ($4.73M)
Q2 2025
Xy Planning Network, Inc. Shares Held: 16.8K ($469K)
Q2 2025
Vestment Financial LLC Shares Held: 67.4K ($1.88M)
Q2 2025
Warren Street Wealth Advisors, LLC Shares Held: 46K ($1.29M)
Q2 2025
Atticus Wealth Management, LLC Shares Held: 1.91K ($53.3K)

Top Sells

Q2 2025
Well Done, LLC Shares Held: 17.3K ($484K)
Q1 2025
Empirical Finance, LLC Shares Held: 439K ($12.3M)
Q1 2025
Lifeworks Advisors, LLC Shares Held: 19.6K ($549K)
Q1 2025
Royal Bank Of Canada Shares Held: 1.16K ($32.4K)
Q1 2025
Kathleen S. Wright Associates Inc. Shares Held: 10.4K ($291K)

About IVAL

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