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iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) Institutional Ownership

iShares Large Cap Moderate Quarterly Laddered ETF logo
$36.43 -0.01 (-0.03%)
As of 03:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Large Cap Moderate Quarterly Laddered ETF (BATS:IVVM)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$7.82M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$2.89M
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Skip Chart & View Institutional Buying and Selling Data

IVVM Institutional Buying and Selling by Quarter

iShares Large Cap Moderate Quarterly Laddered ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2026Captrust Financial Advisors268,303$9.33M0.0%-23.2%6.450%
11/19/2025Captrust Financial Advisors349,413$11.95M0.0%+6.8%8.649%
10/23/2025 Strategic Blueprint LLC30,845$1.06M0.0%+1.7%0.771%
8/15/2025Captrust Financial Advisors327,166$10.59M0.0%+198.9%10.098%
7/30/2025 Strategic Blueprint LLC30,318$981K0.0%-5.2%0.936%
4/29/2025Strategic Blueprint LLC31,988$978K0.1%+7.5%1.111%
2/17/2025Captrust Financial Advisors86,643$2.66M0.0%+28.5%6.371%
1/23/2025Strategic Blueprint LLC29,753$912K0.1%+36.1%2.188%
10/25/2024Strategic Blueprint LLC21,856$661K0.0%N/A1.607%
8/14/2024Clear Point Advisors Inc.3,200$93K0.1%N/A0.235%
4/17/2024CRA Financial Services LLC107,720$3.00M0.7%+46.1%7.921%


IVVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVVM shares?

During the previous two years, the following institutional investors and hedge funds held shares of iShares Large Cap Moderate Quarterly Laddered ETF shares: Captrust Financial Advisors ($9.33M), and Strategic Blueprint LLC ($1.06M), Clear Point Advisors Inc. ($93K).Learn more on iShares Large Cap Moderate Quarterly Laddered ETF's institutional investors.

Which institutional investors have been buying iShares Large Cap Moderate Quarterly Laddered ETF's stock?

The following institutional investors have purchased iShares Large Cap Moderate Quarterly Laddered ETF's stock in the last 24 months: Captrust Financial Advisors ($259.15K), Strategic Blueprint LLC ($32.52K), and Clear Point Advisors Inc. ($3.20K).

How much institutional buying is happening at iShares Large Cap Moderate Quarterly Laddered ETF?

Institutional investors have bought a total of 240,482 shares in the last 24 months. This purchase volume represents approximately $7.82M in transactions.

Which of iShares Large Cap Moderate Quarterly Laddered ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares Large Cap Moderate Quarterly Laddered ETF stock in the last 24 months: Captrust Financial Advisors ($81.11K), and Strategic Blueprint LLC ($1.67K).

How much institutional selling is happening at iShares Large Cap Moderate Quarterly Laddered ETF?

Institutional investors have sold a total of 82,780 shares in the last 24 months. This volume of shares sold represents approximately $2.89M in transactions.


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This page (BATS:IVVM) was last updated on 5/7/2026 by MarketBeat.com Staff.
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