Institutional shares held 8.16 Million
0 calls
0 puts
Total value of holdings $264M
$0 calls
$0 puts
# of Institutions 98


Latest Institutional Activity in IDHQ

Top Purchases

Q1 2025
Berkeley, Inc Shares Held: 289K ($9.35M)
Q1 2025
Cetera Investment Advisers Shares Held: 186K ($6.02M)
Q1 2025
Lpl Financial LLC Shares Held: 1.18M ($38.3M)
Q1 2025
Kwb Wealth Shares Held: 569K ($18.4M)
Q1 2025
Chaney Capital Management, Inc. Shares Held: 295K ($9.54M)

Top Sells

Q1 2025
Morgan Stanley Shares Held: 404K ($13.1M)
Q1 2025
Equitable Holdings, Inc. Shares Held: 7.28K ($236K)
Q1 2025
Jones Financial Companies Lllp Shares Held: 19.3K ($625K)
Q1 2025
Marshall Investment Management, LLC Shares Held: 1.87K ($60.5K)
Q1 2025
Wcg Wealth Advisors LLC Shares Held: 313K ($10.1M)

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