Institutional shares held 4.72 Million
0 calls
0 puts
Total value of holdings $181M
$0 calls
$0 puts
# of Institutions 16


Latest Institutional Activity in ISVL

Top Purchases

Q4 2024
Aurelius Family Office LLC Shares Held: 8.67K ($332K)
Q4 2024
Jpmorgan Chase & CO Shares Held: 3.77K ($144K)
Q4 2024
Cetera Investment Advisers Shares Held: 15.4K ($588K)
Q4 2024
Glass Jacobson Investment Advisors LLC Shares Held: 19.3K ($740K)
Q4 2024
Creative Planning Shares Held: 19.9K ($763K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11K ($420K)
Q4 2024
New Edge Advisors, LLC Shares Held: 39.5K ($1.51M)
Q4 2024
Morgan Stanley Shares Held: 0 ($0)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 1.11K ($42.6K)
Q1 2024
Perigon Wealth Management, LLC Shares Held: 6.82K ($261K)

About ISVL

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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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