Institutional shares held 163 Million
2.8K calls
2K puts
Total value of holdings $15.5B
$265K calls
$189K puts
# of Institutions 734


Latest Institutional Activity in IUSV

Top Purchases

Q4 2024
Aspiriant, LLC Shares Held: 3.27M ($310M)
Q4 2024
Confluence Investment Management LLC Shares Held: 263K ($25M)
Q4 2024
Mc Glone Suttner Wealth Management, Inc. Shares Held: 580K ($55M)
Q4 2024
Flagship Harbor Advisors, LLC Shares Held: 314K ($29.7M)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 177K ($16.8M)

Top Sells

Q4 2024
Merit Financial Group, LLC Shares Held: 1.8M ($171M)
Q4 2024
Ronald Blue Trust, Inc. Shares Held: 4.75M ($450M)
Q4 2024
Petix & Botte CO Shares Held: 223K ($21.1M)
Q4 2024
Rovin Capital Shares Held: 57.4K ($5.44M)
Q4 2024
Graypoint LLC Shares Held: 5.54K ($525K)

About IUSV

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