Institutional shares held 192 Million
0 calls
0 puts
Total value of holdings $19.4B
$0 calls
$0 puts
# of Institutions 839


Latest Institutional Activity in IUSV

Top Purchases

Q4 2025
Signaturefd, LLC Shares Held: 4.57M ($463M)
Q4 2025
Foster Group, Inc. Shares Held: 1.08M ($110M)
Q4 2025
Birchcreek Wealth Management, LLC Shares Held: 199K ($20.2M)
Q4 2025
Castellan Group Shares Held: 29.7K ($3.01M)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 436K ($44.2M)

Top Sells

Q4 2025
Ronald Blue Trust, Inc. Shares Held: 4.44M ($450M)
Q4 2025
Modera Wealth Management, LLC Shares Held: 1.19M ($121M)
Q4 2025
Silver Oak Securities, Inc Shares Held: 2.97K ($301K)
Q4 2025
Rda Financial Network Shares Held: 6.19K ($627K)
Q4 2025
Aspiriant, LLC Shares Held: 3.58M ($363M)

About IUSV

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