Institutional shares held 89.9 Million
0 calls
0 puts
Total value of holdings $2.14B
$0 calls
$0 puts
# of Institutions 373


Latest Institutional Activity in IBDR

Top Purchases

Q4 2024
Inves Trust Shares Held: 334K ($7.94M)
Q4 2024
Weaver Consulting Group Shares Held: 184K ($4.37M)
Q4 2024
Safeguard Financial, LLC Shares Held: 166K ($3.94M)
Q4 2024
Gamma Investing LLC Shares Held: 165K ($3.92M)
Q4 2024
Sax Wealth Advisors, LLC Shares Held: 245K ($5.82M)

Top Sells

Q4 2024
Paradigm, Strategies In Wealth Management, LLC Shares Held: 68.9K ($1.64M)
Q4 2024
Mendota Financial Group, LLC Shares Held: 14.2K ($338K)
Q4 2024
Sightline Wealth Advisors, LLC Shares Held: 142K ($3.36M)
Q4 2024
Horizons Wealth Management Shares Held: 12.7K ($302K)
Q4 2024
Ritholtz Wealth Management Shares Held: 25.8K ($612K)

About IBDR

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