Institutional shares held 3.39 Million
0 calls
0 puts
Total value of holdings $351M
$0 calls
$0 puts
# of Institutions 150


Latest Institutional Activity in IVOG

Top Purchases

Q1 2025
Octavia Wealth Advisors, LLC Shares Held: 162K ($16.7M)
Q1 2025
Balanced Wealth Group LLC Shares Held: 2.28K ($236K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 4.74K ($490K)
Q1 2025
Sagace Wealth Management LLC Shares Held: 8K ($826K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 663 ($68.5K)

Top Sells

Q1 2025
Financial Freedom, LLC Shares Held: 2.92K ($301K)
Q1 2025
Rialto Wealth Management, LLC Shares Held: 3.84K ($397K)
Q1 2025
Merit Financial Group, LLC Shares Held: 5.82K ($601K)
Q4 2024
Morgan Stanley Shares Held: 114K ($11.7M)
Q4 2024
Goldman Sachs Group Inc Shares Held: 6.62K ($684K)

About IVOG

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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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