Institutional shares held 54.5 Million
0 calls
0 puts
Total value of holdings $1.46B
$0 calls
$0 puts
# of Institutions 261


Latest Institutional Activity in IVLU

Top Purchases

Q4 2024
Kwb Wealth Shares Held: 504K ($13.7M)
Q4 2024
Park Avenue Securities LLC Shares Held: 214K ($5.82M)
Q4 2024
Merit Financial Group, LLC Shares Held: 43K ($1.17M)
Q4 2024
Kathmere Capital Management, LLC Shares Held: 804K ($21.8M)
Q4 2024
Cypress Wealth Services, LLC Shares Held: 112K ($3.05M)

Top Sells

Q4 2024
Prosperity Planning, Inc. Shares Held: 160K ($4.35M)
Q4 2024
Garrett Investment Advisors LLC Shares Held: 12.1K ($328K)
Q4 2024
My Legacy Advisors, LLC Shares Held: 24.6K ($669K)
Q3 2024
Mercer Global Advisors Inc Shares Held: 5.25M ($143M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 4.91M ($134M)

About IVLU

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