IVW ($IVW) Insider Trading & Smart Money Activity

IVW · Latest filing Oct 15, 2026

$IVW has 7 13F position changes on file.

Insider buyers (12 mo)

0

Insider sellers (12 mo)

0

Net insider $ (12 mo)

$0

Congress trades (12 mo)

0

13F moves on file

7

Analyst ratings on file

0

IVW insider buying and selling by quarter

Quarter	Insider buys	Insider sales	Congress buys / sales	13F added / cut
Q1 2026	0	0	0 / 0	0 / 0
Q2 2026	0	0	0 / 0	0 / 0
Q3 2026	0	0	0 / 0	0 / 0
Q4 2026	0	0	0 / 0	2 / 5

Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.

All IVW insider, congress, 13F and analyst activity

All 13F

Date	Source	Who	Action	Shares	Value / amount	ΔOwn	1W	1M	6M	Filing	Story
Oct 15, 2026	13F	Turtle Creek Wealth Advisors	Reduced	-8.72K sh	$4.41M						—
Oct 15, 2026	13F	Patriot Investment Management Group	Reduced	-3.11K sh	$6.63M						—
Oct 14, 2026	13F	Traphagen Investment Advisors	New	+1.75K sh	$249.63K						Read
Oct 14, 2026	13F	Summit Financial Strategies	Reduced	-2.03K sh	$1.56M						—
Oct 14, 2026	13F	Patriot Financial Group Insurance Agency	Reduced	-13.46K sh	$7.13M						—
Oct 14, 2026	13F	Orgel Wealth Management	Added	+880 sh	$2.22M						—
Oct 14, 2026	13F	Cliftonlarsonallen Wealth Advisors	Reduced	-48.51K sh	$101.55M						—

1W / 1M / 6M = how IVW moved from the trade or filing date.

Institutions moving IVW (13F)

• Turtle Creek Wealth Advisors1
• Patriot Investment Management Group1
• Traphagen Investment Advisors1
• Summit Financial Strategies1
• Patriot Financial Group Insurance Agency1
• Orgel Wealth Management1
• Cliftonlarsonallen Wealth Advisors1

Frequently asked questions

Which institutions changed their IVW positions?

Recent 13F filers moving the stock include Turtle Creek Wealth Advisors, Patriot Investment Management Group, Traphagen Investment Advisors, Summit Financial Strategies and Patriot Financial Group Insurance Agency.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.