Institutional shares held 31.3 Million
0 calls
0 puts
Total value of holdings $781M
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in IBDX

Top Purchases

Q1 2025
Capital Investment Advisors, LLC Shares Held: 2.49M ($62.1M)
Q1 2025
Sigma Investment Counselors Inc Shares Held: 1.27M ($31.8M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 193K ($4.82M)
Q1 2025
Mv Capital Management, Inc. Shares Held: 818K ($20.4M)
Q1 2025
Ironwood Financial, LLC Shares Held: 24.4K ($610K)

Top Sells

Q1 2025
First Interstate Bank Shares Held: 2.03M ($50.7M)
Q1 2025
Precedent Wealth Partners, LLC Shares Held: 114K ($2.84M)
Q1 2025
Redw Wealth LLC Shares Held: 41K ($1.02M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 37.8K ($943K)
Q1 2025
Parallel Advisors, LLC Shares Held: 201K ($5.02M)

About IBDX

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