Institutional shares held 100 Million
0 calls
0 puts
Total value of holdings $2.36B
$0 calls
$0 puts
# of Institutions 337


Latest Institutional Activity in IBDU

Top Purchases

Q3 2025
Vishria Bird Financial Group, LLC Shares Held: 826K ($19.4M)
Q3 2025
Whalen Wealth Management Inc. Shares Held: 253K ($5.96M)
Q3 2025
Capital Investment Advisors, LLC Shares Held: 3.49M ($82.1M)
Q3 2025
Rebalance, LLC Shares Held: 429K ($10.1M)
Q3 2025
Capital Advisors Inc Shares Held: 4.67M ($110M)

Top Sells

Q3 2025
Venture Visionary Partners LLC Shares Held: 1.29M ($30.5M)
Q3 2025
Gamma Investing LLC Shares Held: 4.83K ($114K)
Q3 2025
Garrett Investment Advisors LLC Shares Held: 41.3K ($972K)
Q3 2025
Arrow Financial Corp Shares Held: 602K ($14.2M)
Q3 2025
Montecito Bank & Trust Shares Held: 31.6K ($744K)

About IBDU

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