HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IOVA Share Count | ||||
| Raymond James & Associates | 16,910 | 67,290 | +50,380 | +297.93% |
| Costello Asset Management INC | 1,000 | 2,300 | +1,300 | +130.00% |
| Hennion & Walsh Asset Management Inc. | 286,034 | 407,429 | +121,395 | +42.44% |
| GAMMA Investing LLC | 565 | 789 | +224 | +39.65% |
| Wealth Enhancement Advisory Services LLC | 17,919 | 20,906 | +2,987 | +16.67% |
| Diversified Trust Co | 13,512 | 15,511 | +1,999 | +14.79% |
| Raymond James Financial Services Advisors Inc. | 130,287 | 136,754 | +6,467 | +4.96% |
| CWM LLC | 560 | 564 | +4 | +0.71% |
| 13F Filers Reporting New Positions In IOVA | ||||
| Fifth Third Bancorp | 0 | 62 | +62 | +100% |
| CENTRAL TRUST Co | 0 | 1,000 | +1,000 | +100% |
| Toth Financial Advisory Corp | 0 | 150 | +150 | +100% |
| Massmutual Trust Co. FSB ADV | 0 | 47 | +47 | +100% |
| Cambridge Investment Research Advisors Inc. | 0 | 27,260 | +27,260 | +100% |
| DNB Asset Management AS | 0 | 16,931 | +16,931 | +100% |
| Cutler Group LP | 0 | 2,397 | +2,397 | +100% |
| Sound Income Strategies LLC | 0 | 50 | +50 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Sanders Morris Harris LLC | 16,200 | 16,200 | UNCH | 0.00% |
| Legato Capital Management LLC | 18,087 | 18,087 | UNCH | 0.00% |
| DekaBank Deutsche Girozentrale | 100,000 | 100,000 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 273 | 273 | UNCH | 0.00% |
| 13F Filers Decreasing IOVA Share Count | ||||
| Amalgamated Bank | 20,936 | 8,068 | -12,868 | -61.46% |
| Exchange Traded Concepts LLC | 26,603 | 20,052 | -6,551 | -24.63% |
| Grimes & Company Inc. | 34,998 | 29,250 | -5,748 | -16.42% |
| Rice Hall James & Associates LLC | 1,750,907 | 1,713,825 | -37,082 | -2.12% |
| 13F Filers Exiting IOVA | ||||
| BKM Wealth Management LLC | 570 | 0 | -570 | -100.00% |
| Vivo Capital LLC | 655,057 | 0 | -655,057 | -100.00% |
| Dumont & Blake Investment Advisors LLC | 11,500 | 0 | -11,500 | -100.00% |
| Calton & Associates Inc. | 12,090 | 0 | -12,090 | -100.00% |
See Summary: Institutional Holders of IOVA
See Details: Top 10 Hedge Funds Holding IOVA
Also See: IOVA Insider Buying
