Institutional shares held 417 Million
196K calls
101K puts
Total value of holdings $47.9B
$22.5M calls
$11.6M puts
# of Institutions 2,082


Latest Institutional Activity in IVW

Top Purchases

Q2 2025
Proficio Capital Partners LLC Shares Held: 1.59M ($182M)
Q2 2025
Laurel Wealth Advisors LLC Shares Held: 770K ($88.3M)
Q2 2025
Pensionmark Financial Group, LLC Shares Held: 744K ($85.4M)
Q2 2025
Steward Partners Investment Advisory, LLC Shares Held: 763K ($87.6M)
Q2 2025
Stone X Group Inc. Shares Held: 223K ($25.6M)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 45.4M ($5.21B)
Q2 2025
Jones Financial Companies Lllp Shares Held: 2.76M ($317M)
Q2 2025
Thrivent Financial For Lutherans Shares Held: 486K ($55.7M)
Q2 2025
Pinkerton Retirement Specialists, LLC Shares Held: 262K ($30M)
Q2 2025
Usa Financial Portformulas Corp Shares Held: 573K ($65.8M)

About IVW

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