IVW ($IVW) Insider Trading & Smart Money Activity

IVW · Latest filing Oct 16, 2026

$IVW has 11 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

11

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 / 9

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 16, 2026	13F	Trust Co of Toledo Na	Sold out	-5.08K sh							—
Oct 16, 2026	13F	RKL Wealth Management	Reduced	-1.97K sh	$6.84M						—
Oct 16, 2026	13F	Goelzer Investment Management	Reduced	-50.02K sh	$1.17M						—
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 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)

• Patriot Investment Management Group2
• Trust Co of Toledo Na1
• RKL Wealth Management1
• Goelzer Investment Management1
• Turtle Creek Wealth Advisors1
• 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 Patriot Investment Management Group, Trust Co of Toledo Na, RKL Wealth Management, Goelzer Investment Management and Turtle Creek Wealth Advisors.

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.