Cassaday & Co Wealth Management LLC has added 1,119,709 shares of $IVE to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IVE.
$IVE Hedge Fund Activity
We have seen 751 institutional investors add shares of $IVE stock to their portfolio, and 523 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ENVESTNET ASSET MANAGEMENT INC added 1,137,886 shares (+5.4%) to their portfolio in Q3 2025, for an estimated $234,984,837
- CASSADAY & CO WEALTH MANAGEMENT LLC added 1,119,709 shares (+3286.8%) to their portfolio in Q4 2025, for an estimated $237,456,687
- M&T BANK CORP removed 838,760 shares (-98.8%) from their portfolio in Q4 2025, for an estimated $177,875,833
- GOLDMAN SACHS GROUP INC removed 789,676 shares (-33.6%) from their portfolio in Q3 2025, for an estimated $163,075,990
- LIBERTY WEALTH MANAGEMENT LLC removed 740,338 shares (-87.6%) from their portfolio in Q3 2025, for an estimated $152,887,200
- PARK AVENUE SECURITIES LLC added 710,518 shares (+40.4%) to their portfolio in Q4 2025, for an estimated $150,679,552
- CWM, LLC added 702,987 shares (+37.5%) to their portfolio in Q4 2025, for an estimated $149,082,453
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $IVE ticker page for more data.
