Institutional shares held 7.92 Million
0 calls
0 puts
Total value of holdings $260M
$0 calls
$0 puts
# of Institutions 109


Latest Institutional Activity in IDLV

Top Purchases

Q3 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 412K ($13.5M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 27.9K ($918K)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 7.3K ($240K)
Q3 2025
Jones Financial Companies Lllp Shares Held: 19.4K ($639K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 79.5K ($2.61M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 37.8K ($1.24M)
Q3 2025
Heck Capital Advisors, LLC Shares Held: 215K ($7.06M)
Q3 2025
Ridgewood Investments LLC Shares Held: 12.5K ($409K)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 1.8K ($59.1K)
Q3 2025
Armbruster Capital Management, Inc. Shares Held: 106K ($3.48M)

About IDLV

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