Institutional shares held 3.9 Million
0 calls
0 puts
Total value of holdings $98.7M
$0 calls
$0 puts
# of Institutions 42


Latest Institutional Activity in IVAL

Top Purchases

Q1 2025
Revolve Wealth Partners, LLC Shares Held: 1.37M ($34.8M)
Q1 2025
One Plus One Wealth Management, LLC Shares Held: 115K ($2.92M)
Q1 2025
Vestment Financial LLC Shares Held: 62K ($1.57M)
Q1 2025
Warren Street Wealth Advisors, LLC Shares Held: 43.5K ($1.1M)
Q1 2025
Deane Retirement Strategies, Inc. Shares Held: 368 ($9.32K)

Top Sells

Q4 2024
Ethos Financial Group, LLC Shares Held: 13.6K ($345K)
Q4 2024
Jane Street Group, LLC Shares Held: 46.5K ($1.18M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 57.3K ($1.45M)
Q4 2024
Mml Investors Services, LLC Shares Held: 57.9K ($1.46M)
Q4 2024
Lifeworks Advisors, LLC Shares Held: 34.3K ($868K)

About IVAL

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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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