Institutional shares held 94.4 Million
0 calls
0 puts
Total value of holdings $2.38B
$0 calls
$0 puts
# of Institutions 427


Latest Institutional Activity in IBDQ

Top Purchases

Q3 2025
Rebalance, LLC Shares Held: 679K ($17.1M)
Q3 2025
Kathmere Capital Management, LLC Shares Held: 1.23M ($30.9M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 76.7K ($1.93M)
Q3 2025
Kesler, Norman & Wride, LLC Shares Held: 319K ($8.03M)
Q3 2025
Global Retirement Partners, LLC Shares Held: 509K ($12.8M)

Top Sells

Q3 2025
Houlihan Financial Resource Group, Ltd. Shares Held: 95.1K ($2.39M)
Q3 2025
Windsor Capital Management, LLC Shares Held: 10.2K ($257K)
Q3 2025
Ironwood Financial, LLC Shares Held: 7.99K ($201K)
Q3 2025
Benjamin Edwards Inc Shares Held: 391K ($9.84M)
Q3 2025
Iron Financial, LLC Shares Held: 85.9K ($2.16M)

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