Institutional shares held 11.3 Million
3.4K calls
200 puts
Total value of holdings $1.12B
$335K calls
$19K puts
# of Institutions 298


Latest Institutional Activity in IVOO

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 3.03K ($298K)
Q1 2025
Wallace Advisory Group, LLC Shares Held: 2.55K ($251K)
Q1 2025
Nbc Securities, Inc. Shares Held: 1.63K ($161K)
Q1 2025
Legacy Solutions, LLC Shares Held: 37.2K ($3.66M)
Q1 2025
Parallel Advisors, LLC Shares Held: 180 ($17.7K)

Top Sells

Q1 2025
Lowe Wealth Advisors, LLC Shares Held: 200 ($19.7K)
Q1 2025
Benchmark Wealth Management, LLC Shares Held: 2.76K ($272K)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 2.27K ($224K)
Q4 2024
Phoenix Holdings Ltd. Shares Held: 47K ($4.63M)
Q4 2024
Soltis Investment Advisors LLC Shares Held: 156K ($15.4M)

About IVOO

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