Institutional shares held 148 Million
107K calls
60.7K puts
Total value of holdings $27B
$19.4M calls
$11M puts
# of Institutions 1,684


Latest Institutional Activity in IVE

Top Purchases

Q1 2025
Sofi Wealth, LLC Shares Held: 897K ($163M)
Q1 2025
Park Avenue Securities LLC Shares Held: 1.45M ($264M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 922K ($168M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 660K ($120M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 212K ($38.6M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 2.51K ($456K)
Q1 2025
Usa Financial Portformulas Corp Shares Held: 152 ($27.6K)
Q1 2025
Aurora Private Wealth, Inc. Shares Held: 2.26K ($411K)
Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 154K ($28M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 557K ($101M)

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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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