Institutional shares held 999,646
0 calls
0 puts
Total value of holdings $105M
$0 calls
$0 puts
# of Institutions 128


Latest Institutional Activity in AIVL

Top Purchases

Q1 2025
Armstrong, Fleming & Moore, Inc Shares Held: 3.76K ($395K)
Q1 2025
Westside Investment Management, Inc. Shares Held: 18.9K ($1.99M)
Q1 2025
Brighton Jones LLC Shares Held: 1.85K ($194K)
Q1 2025
Jaffetilchin Investment Partners, LLC Shares Held: 88.7K ($9.32M)
Q1 2025
Hughes Financial Services, LLC Shares Held: 253 ($26.6K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 22.6K ($2.37M)
Q1 2025
Webster Bank, N. A. Shares Held: 3.5K ($368K)
Q1 2025
Well Done, LLC Shares Held: 14.1K ($1.48M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 11.4K ($1.2M)
Q1 2025
Founders Grove Wealth Partners, LLC Shares Held: 24.9K ($2.61M)

About AIVL

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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