Institutional shares held 56.1 Million
0 calls
0 puts
Total value of holdings $1.75B
$0 calls
$0 puts
# of Institutions 287


Latest Institutional Activity in IVLU

Top Purchases

Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 305K ($9.51M)
Q1 2025
Saxon Interests, Inc. Shares Held: 93.2K ($2.91M)
Q1 2025
Kwb Wealth Shares Held: 593K ($18.5M)
Q1 2025
Kfg Wealth Management, LLC Shares Held: 83.8K ($2.61M)
Q1 2025
Balance Wealth, LLC Shares Held: 71.6K ($2.23M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 4.31M ($135M)
Q1 2025
Trust Point Inc. Shares Held: 266K ($8.31M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 687K ($21.4M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 9.05K ($282K)
Q1 2025
Weil Company, Inc. Shares Held: 7.66K ($239K)

About IVLU

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