Institutional shares held 61.2 Million
0 calls
0 puts
Total value of holdings $2.26B
$0 calls
$0 puts
# of Institutions 339


Latest Institutional Activity in IVLU

Top Purchases

Q4 2025
Park Avenue Securities LLC Shares Held: 365K ($13.5M)
Q4 2025
Asempa Wealth Advisors Shares Held: 26.4K ($973K)
Q4 2025
Commons Capital, LLC Shares Held: 96.1K ($3.55M)
Q4 2025
Breakwater Capital Group Shares Held: 45.3K ($1.67M)
Q4 2025
Parisi Gray Wealth Management Shares Held: 6.39K ($236K)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 639K ($23.6M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 109K ($4.03M)
Q4 2025
Jdh Wealth Management, LLC Shares Held: 43.6K ($1.61M)
Q4 2025
Ridgeline Wealth, LLC Shares Held: 7.09K ($262K)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 6.81K ($251K)

About IVLU

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