iShares Large Cap Moderate Buffer ETF (IVVM) Institutional Ownership $33.49 +0.33 (+1.00%) As of 03:45 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Large Cap Moderate Buffer ETF (NYSEARCA:IVVM)Number ofInstitutional Buyers(last 12 months)2TotalInstitutional Inflows(last 12 months)$8.61MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$54.06K Get IVVM Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Large Cap Moderate Buffer ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data IVVM Institutional Buying and Selling by Quarter iShares Large Cap Moderate Buffer ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Captrust Financial Advisors327,166$10.59M0.0%+198.9%10.098% 7/30/2025 Strategic Blueprint LLC30,318$981K0.0%-5.2%0.936% 4/29/2025 Strategic Blueprint LLC31,988$978K0.1%+7.5%1.111% 2/17/2025 Captrust Financial Advisors86,643$2.66M0.0%+28.5%6.371% 1/23/2025 Strategic Blueprint LLC29,753$912K0.1%+36.1%2.188% 10/25/2024 Strategic Blueprint LLC21,856$661K0.0%N/A1.607% 8/14/2024 Clear Point Advisors Inc.3,200$93K0.1%N/A0.235% 4/17/2024 CRA Financial Services LLC107,720$3.00M0.7%+46.1%7.921% (Data available from 1/1/2016 forward) 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 Buffer ETF shares: Captrust Financial Advisors ($10.59M), CRA Financial Services LLC ($3.00M), and Strategic Blueprint LLC ($981K), Clear Point Advisors Inc. ($93K).Learn more on iShares Large Cap Moderate Buffer ETF's institutional investors. Which institutional investors have been buying iShares Large Cap Moderate Buffer ETF's stock? The following institutional investors have purchased iShares Large Cap Moderate Buffer ETF's stock in the last 24 months: Captrust Financial Advisors ($236.90K), CRA Financial Services LLC ($33.98K), Strategic Blueprint LLC ($31.99K), and Clear Point Advisors Inc. ($3.20K). How much institutional buying is happening at iShares Large Cap Moderate Buffer ETF? Institutional investors have bought a total of 268,889 shares in the last 24 months. This purchase volume represents approximately $8.61M in transactions. Which of iShares Large Cap Moderate Buffer ETF's major shareholders have been selling company stock? The following institutional investors have sold iShares Large Cap Moderate Buffer ETF stock in the last 24 months: Strategic Blueprint LLC ($1.67K). How much institutional selling is happening at iShares Large Cap Moderate Buffer ETF? Institutional investors have sold a total of 1,670 shares in the last 24 months. This volume of shares sold represents approximately $54.06K in transactions. Related Companies IVVB Major Shareholders PJBF Major Shareholders PJFM Major Shareholders MAXJ Major Shareholders IBHK Major Shareholders IBHJ Major Shareholders BALI Major Shareholders This page (NYSEARCA:IVVM) was last updated on 8/22/2025 by MarketBeat.com Staff From Our PartnersEveryone’s watching Nvidia right now. 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