Institutional shares held 187 Million
4.4K calls
0 puts
Total value of holdings $14.4B
$338K calls
$0 puts
# of Institutions 997


Latest Institutional Activity in BIV

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 18.1M ($1.39B)
Q1 2025
Zhang Financial LLC Shares Held: 661K ($50.9M)
Q1 2025
Everhart Financial Group, Inc. Shares Held: 482K ($37.1M)
Q1 2025
True Link Financial Advisors, LLC Shares Held: 4.4M ($339M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 535K ($41.2M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 99.4K ($7.66M)
Q1 2025
Keudell Shares Held: 9.59K ($738K)
Q1 2025
Moisand Fitzgerald Tamayo, LLC Shares Held: 320K ($24.6M)
Q1 2025
Echo Wealth Management, LLC Shares Held: 9.31K ($717K)
Q1 2025
Financial Counselors Inc Shares Held: 323K ($24.8M)

About BIV

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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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