Institutional shares held 12.4 Million
3.1K calls
100 puts
Total value of holdings $1.35B
$337K calls
$10K puts
# of Institutions 301


Latest Institutional Activity in IVOO

Top Purchases

Q2 2025
Valmark Advisers, Inc. Shares Held: 32.2K ($3.51M)
Q2 2025
Valpey Financial Services, LLC Shares Held: 20.6K ($2.24M)
Q2 2025
Asset Planning Corporation Shares Held: 76.8K ($8.37M)
Q2 2025
Valeo Financial Advisors, LLC Shares Held: 12.7K ($1.38M)
Q2 2025
Old National Bancorp Shares Held: 141K ($15.3M)

Top Sells

Q2 2025
Truist Financial Corp Shares Held: 20.4K ($2.22M)
Q2 2025
Essex Savings Bank Shares Held: 2.79K ($304K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 3.12K ($340K)
Q2 2025
Cwm, LLC Shares Held: 202 ($22K)
Q2 2025
Evernest Financial Advisors, LLC Shares Held: 2.15K ($234K)

About IVOO

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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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