Institutional shares held 4.59 Million
0 calls
0 puts
Total value of holdings $403M
$0 calls
$0 puts
# of Institutions 154


Latest Institutional Activity in IVOV

Top Purchases

Q1 2025
Truist Financial Corp Shares Held: 43.2K ($3.79M)
Q1 2025
Octavia Wealth Advisors, LLC Shares Held: 187K ($16.4M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 17.8K ($1.57M)
Q1 2025
Summit Financial Consulting LLC Shares Held: 3.11K ($273K)
Q1 2025
Parallel Advisors, LLC Shares Held: 766 ($67.2K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 24.7K ($2.17M)
Q1 2025
Rockland Trust CO Shares Held: 801K ($70.3M)
Q1 2025
Oppenheimer & CO Inc Shares Held: 8.05K ($706K)
Q1 2025
Valmark Advisers, Inc. Shares Held: 4.09K ($359K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 3.28K ($288K)

About IVOV

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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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