Institutional shares held 427 Million
183K calls
101K puts
Total value of holdings $38.8B
$16.6M calls
$9.16M puts
# of Institutions 2,016


Latest Institutional Activity in IVW

Top Purchases

Q1 2025
Usa Financial Portformulas Corp Shares Held: 1.32M ($120M)
Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 166K ($15.1M)
Q1 2025
Park Avenue Securities LLC Shares Held: 3.94M ($359M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 369K ($33.6M)
Q1 2025
Transform Wealth, LLC Shares Held: 291K ($26.5M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 5.65K ($514K)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.08M ($98.4M)
Q1 2025
Collier Financial Shares Held: 1.23K ($112K)
Q1 2025
Merit Financial Group, LLC Shares Held: 223K ($20.3M)
Q1 2025
Arvest Investments, Inc. Shares Held: 12.9K ($1.17M)

About IVW

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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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