Institutional shares held 420 Million
212K calls
158K puts
Total value of holdings $50.9B
$25.6M calls
$19.1M puts
# of Institutions 2,176


Latest Institutional Activity in IVW

Top Purchases

Q4 2025
Canal Capital Management, LLC Shares Held: 80.1K ($9.69M)
Q4 2025
Park Avenue Securities LLC Shares Held: 3.63M ($440M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 310K ($37.5M)
Q4 2025
Asempa Wealth Advisors Shares Held: 25.6K ($3.1M)
Q4 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 21.2K ($2.56M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 599K ($72.5M)
Q4 2025
First Hawaiian Bank Shares Held: 251K ($30.4M)
Q4 2025
Everpar Advisors LLC Shares Held: 3.12K ($378K)
Q4 2025
Clark Financial Services Group Inc Shares Held: 105K ($12.7M)
Q4 2025
Firethorn Wealth Partners, LLC Shares Held: 61.2K ($7.41M)

About IVW

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