Institutional shares held 163 Million
2.8K calls
2K puts
Total value of holdings $15.5B
$266K calls
$190K puts
# of Institutions 736


Latest Institutional Activity in IUSV

Top Purchases

Q4 2024
Aspiriant, LLC Shares Held: 3.27M ($311M)
Q4 2024
Confluence Investment Management LLC Shares Held: 263K ($25.1M)
Q4 2024
Mc Glone Suttner Wealth Management, Inc. Shares Held: 580K ($55.3M)
Q4 2024
Financial Partners Group, Inc Shares Held: 140K ($13.4M)
Q4 2024
Flagship Harbor Advisors, LLC Shares Held: 314K ($29.9M)

Top Sells

Q4 2024
Merit Financial Group, LLC Shares Held: 1.8M ($172M)
Q4 2024
Ronald Blue Trust, Inc. Shares Held: 4.75M ($452M)
Q4 2024
Petix & Botte CO Shares Held: 223K ($21.2M)
Q4 2024
Gds Wealth Management Shares Held: 418K ($39.8M)
Q4 2024
Wj Wealth Management, LLC Shares Held: 37K ($3.52M)

About IUSV

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