Institutional shares held 423 Million
196K calls
101K puts
Total value of holdings $47.4B
$22M calls
$11.3M puts
# of Institutions 2,051


Latest Institutional Activity in IVW

Top Purchases

Q2 2025
Net Worth Advisory Group Shares Held: 91.6K ($10.3M)
Q2 2025
Polianta LTD Shares Held: 77.9K ($8.8M)
Q2 2025
Pallas Capital Advisors LLC Shares Held: 97.7K ($11M)
Q2 2025
Duncan Williams Asset Management, LLC Shares Held: 55.5K ($6.26M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 114K ($12.9M)

Top Sells

Q2 2025
Usa Financial Portformulas Corp Shares Held: 573K ($64.7M)
Q2 2025
Praetorian Wealth Management, Inc. Shares Held: 325K ($36.7M)
Q2 2025
Park Avenue Securities LLC Shares Held: 3.63M ($410M)
Q2 2025
Clear Creek Financial Management, LLC Shares Held: 128K ($14.4M)
Q2 2025
Hb Wealth Management, LLC Shares Held: 2.28M ($257M)

About IVW

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