Institutional shares held 57 Million
0 calls
0 puts
Total value of holdings $1.7B
$0 calls
$0 puts
# of Institutions 290


Latest Institutional Activity in IVLU

Top Purchases

Q1 2025
Kwb Wealth Shares Held: 593K ($17.6M)
Q1 2025
Kfg Wealth Management, LLC Shares Held: 83.8K ($2.49M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 101K ($3.01M)
Q1 2025
Rhs Financial, LLC Shares Held: 174K ($5.18M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 19.2K ($571K)

Top Sells

Q1 2025
Trust Point Inc. Shares Held: 266K ($7.92M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 687K ($20.5M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 9.05K ($269K)
Q1 2025
Merit Financial Group, LLC Shares Held: 11K ($328K)
Q1 2025
High Probability Advisors, LLC Shares Held: 406K ($12.1M)

About IVLU

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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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