Institutional shares held 13.9 Million
0 calls
0 puts
Total value of holdings $1.51B
$0 calls
$0 puts
# of Institutions 311


Latest Institutional Activity in IVOO

Top Purchases

Q4 2025
Savvy Advisors, Inc. Shares Held: 41.9K ($4.55M)
Q4 2025
Warwick Investment Management, Inc. Shares Held: 68.3K ($7.42M)
Q4 2025
Legacy Solutions, LLC Shares Held: 39.5K ($4.29M)
Q4 2025
Garrett Investment Advisors LLC Shares Held: 4.4K ($478K)
Q4 2025
Lodestone Wealth Management LLC Shares Held: 389 ($42.2K)

Top Sells

Q4 2025
Coastline Trust CO Shares Held: 31.5K ($3.42M)
Q4 2025
Coign Capital Advisors LLC Shares Held: 92.6K ($10.1M)
Q4 2025
Base Wealth Management LLC Shares Held: 12K ($1.31M)
Q4 2025
Bryant Woods Investment Advisors, LLC Shares Held: 82.5K ($8.96M)
Q4 2025
Park Avenue Securities LLC Shares Held: 12.8K ($1.39M)

About IVOO

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