Institutional shares held 174 Million
2.9K calls
0 puts
Total value of holdings $16B
$265K calls
$0 puts
# of Institutions 776


Latest Institutional Activity in IUSV

Top Purchases

Q4 2024
Bank Of America Corp Shares Held: 71.6M ($6.58B)
Q4 2024
Raymond James Financial Inc Shares Held: 1.41M ($130M)
Q4 2024
Morgan Stanley Shares Held: 9.25M ($850M)
Q4 2024
Auto Owners Insurance CO Shares Held: 1.35M ($124M)
Q4 2024
Lpl Financial LLC Shares Held: 13.8M ($1.27B)

Top Sells

Q4 2024
Life Planning Partners, Inc Shares Held: 24.5K ($2.25M)
Q4 2024
Merit Financial Group, LLC Shares Held: 1.8M ($166M)
Q4 2024
Ci Private Wealth, LLC Shares Held: 314K ($28.8M)
Q4 2024
Venturi Wealth Management, LLC Shares Held: 695K ($63.8M)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 114K ($10.5M)

About IUSV

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