Institutional shares held 421 Million
212K calls
158K puts
Total value of holdings $50.9B
$25.6M calls
$19.1M puts
# of Institutions 2,184


Latest Institutional Activity in IVW

Top Purchases

Q4 2025
Polaris Investment Advisors, LLC Shares Held: 78.3K ($9.48M)
Q4 2025
Net Worth Advisory Group Shares Held: 88K ($10.7M)
Q4 2025
Canal Capital Management, LLC Shares Held: 80.1K ($9.69M)
Q4 2025
Three Seasons Wealth, LLC Shares Held: 74K ($8.96M)
Q4 2025
Royal Fund Management, LLC Shares Held: 143K ($17.3M)

Top Sells

Q4 2025
Usa Financial Portformulas Corp Shares Held: 524K ($63.5M)
Q4 2025
Kmg Fiduciary Partners, LLC Shares Held: 74K ($8.96M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 599K ($72.5M)
Q4 2025
Ironwood Financial, LLC Shares Held: 148K ($18M)
Q4 2025
First Hawaiian Bank Shares Held: 251K ($30.4M)

About IVW

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