Institutional shares held 61.1 Million
0 calls
0 puts
Total value of holdings $2.26B
$0 calls
$0 puts
# of Institutions 337


Latest Institutional Activity in IVLU

Top Purchases

Q3 2025
Jpmorgan Chase & CO Shares Held: 4.74M ($175M)
Q3 2025
Northwestern Mutual Wealth Management CO Shares Held: 16.1M ($593M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 620K ($22.9M)
Q3 2025
Victory Financial Group, LLC Shares Held: 574K ($21.2M)
Q3 2025
Beacon Harbor Wealth Advisors, Inc. Shares Held: 341K ($12.6M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 594K ($21.9M)
Q3 2025
Mercer Global Advisors Inc Shares Held: 3.74M ($138M)
Q3 2025
Citadel Advisors LLC Shares Held: 36.8K ($1.36M)
Q3 2025
Heck Capital Advisors, LLC Shares Held: 265K ($9.78M)
Q3 2025
Buckingham Strategic Partners Shares Held: 223K ($8.25M)

About IVLU

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