Institutional shares held 95.7 Million
0 calls
0 puts
Total value of holdings $2.43B
$0 calls
$0 puts
# of Institutions 411


Latest Institutional Activity in IBDT

Top Purchases

Q3 2025
Vishria Bird Financial Group, LLC Shares Held: 2.6M ($66.2M)
Q3 2025
Summit Financial, LLC Shares Held: 780K ($19.8M)
Q3 2025
Mercer Global Advisors Inc Shares Held: 3.32M ($84.3M)
Q3 2025
Confluence Investment Management LLC Shares Held: 400K ($10.2M)
Q3 2025
Novem Group Shares Held: 361K ($9.17M)

Top Sells

Q3 2025
Laurel Wealth Advisors LLC Shares Held: 152K ($3.87M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 221K ($5.61M)
Q3 2025
Citadel Advisors LLC Shares Held: 42.9K ($1.09M)
Q3 2025
Ameriprise Financial Inc Shares Held: 1.22M ($30.9M)
Q3 2025
Houlihan Financial Resource Group, Ltd. Shares Held: 97.1K ($2.47M)

About IBDT

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