Institutional shares held 110 Million
0 calls
0 puts
Total value of holdings $2.61B
$0 calls
$0 puts
# of Institutions 430


Latest Institutional Activity in IBDR

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 759K ($18M)
Q2 2025
Lbmc Investment Advisors, LLC Shares Held: 143K ($3.4M)
Q2 2025
Krilogy Financial LLC Shares Held: 191K ($4.53M)
Q2 2025
Matthew Goff Investment Advisor, LLC Shares Held: 67.6K ($1.6M)
Q2 2025
Quantum Financial Advisors, LLC Shares Held: 175K ($4.15M)

Top Sells

Q2 2025
Klaas Financial Asset Advisors, LLC Shares Held: 80.5K ($1.91M)
Q2 2025
Windsor Capital Management, LLC Shares Held: 405K ($9.61M)
Q2 2025
Life Plan Financial, LLC Shares Held: 106K ($2.53M)
Q2 2025
Horizons Wealth Management Shares Held: 12.2K ($289K)
Q2 2025
Trust CO Shares Held: 4.71K ($112K)

About IBDR

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