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iShares Large Cap Deep Buffer ETF (IVVB) Institutional Ownership

iShares Large Cap Deep Buffer ETF logo
$31.15 -0.37 (-1.17%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Large Cap Deep Buffer ETF (NYSEARCA:IVVB)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$18.89M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$8.16M
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IVVB Institutional Buying and Selling by Quarter

iShares Large Cap Deep Buffer ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Captrust Financial Advisors276,361$8.44M0.0%+13.3%14.394%
2/12/2025 OLD Mission Capital LLC22,654$692K0.0%N/A1.180%
2/6/2025 Vantage Financial Partners LLC119,105$3.64M0.9%-69.2%6.203%
1/23/2025 Strategic Blueprint LLC31,636$966K0.1%+33.4%1.648%
1/17/2025 Planned Solutions Inc.181,864$5.55M2.2%N/A9.472%
11/14/2024 Captrust Financial Advisors243,967$7.38M0.0%+43.2%12.707%
10/25/2024 Strategic Blueprint LLC23,714$718K0.0%N/A1.235%
8/7/2024 Vantage Financial Partners LLC295,489$8.47M2.2%N/A15.390%
(Data available from 1/1/2016 forward)

IVVB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVVB shares?

During the previous two years, the following institutional investors and hedge funds held shares of iShares Large Cap Deep Buffer ETF shares: Captrust Financial Advisors ($8.44M), Planned Solutions Inc. ($5.55M), Vantage Financial Partners LLC ($3.64M), and Strategic Blueprint LLC ($966K), OLD Mission Capital LLC ($692K).Learn more on IVVB's institutional investors.

Which institutional investors have been buying iShares Large Cap Deep Buffer ETF stock?

The following institutional investors have purchased iShares Large Cap Deep Buffer ETF stock in the last 24 months: Vantage Financial Partners LLC ($295.49K), Planned Solutions Inc. ($181.86K), Captrust Financial Advisors ($106.01K), Strategic Blueprint LLC ($31.64K), and OLD Mission Capital LLC ($22.65K).

How much institutional buying is happening at iShares Large Cap Deep Buffer ETF?

Institutional investors have bought a total of 637,653 shares in the last 24 months. This purchase volume represents approximately $18.89M in transactions.

Which iShares Large Cap Deep Buffer ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares Large Cap Deep Buffer ETF stock in the last 24 months: Vantage Financial Partners LLC ($267.29K).

How much institutional selling is happening at iShares Large Cap Deep Buffer ETF?

Institutional investors have sold a total of 267,290 shares in the last 24 months. This volume of shares sold represents approximately $8.16M in transactions.



This page (NYSEARCA:IVVB) was last updated on 2/22/2025 by MarketBeat.com Staff
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