Institutional shares held 61 Million
0 calls
0 puts
Total value of holdings $2.25B
$0 calls
$0 puts
# of Institutions 338


Latest Institutional Activity in IVLU

Top Purchases

Q4 2025
Synergy Asset Management, LLC Shares Held: 62.1K ($2.29M)
Q4 2025
Redhawk Wealth Advisors, Inc. Shares Held: 56.7K ($2.09M)
Q4 2025
Park Avenue Securities LLC Shares Held: 365K ($13.5M)
Q4 2025
Asempa Wealth Advisors Shares Held: 26.4K ($973K)
Q4 2025
Commons Capital, LLC Shares Held: 96.1K ($3.55M)

Top Sells

Q4 2025
Kwb Wealth Shares Held: 585K ($21.6M)
Q4 2025
Stonehage Fleming Financial Services Holdings LTD Shares Held: 25K ($922K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 639K ($23.6M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 109K ($4.03M)
Q4 2025
Ironwood Wealth Management, Inc. Shares Held: 263K ($9.71M)

About IVLU

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