Institutional shares held 6.7 Million
0 calls
0 puts
Total value of holdings $226M
$0 calls
$0 puts
# of Institutions 106


Latest Institutional Activity in IDLV

Top Purchases

Q4 2025
Wealth Bridge Capital Management, LLC Shares Held: 15.8K ($534K)
Q4 2025
Capital Investment Advisory Services, LLC Shares Held: 703 ($23.7K)
Q4 2025
Dhjj Financial Advisors, Ltd. Shares Held: 297 ($10K)
Q3 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 412K ($13.9M)
Q3 2025
Susquehanna International Group, LLP Shares Held: 63.5K ($2.14M)

Top Sells

Q4 2025
Steel Peak Wealth Management LLC Shares Held: 11.9K ($401K)
Q4 2025
Heck Capital Advisors, LLC Shares Held: 213K ($7.19M)
Q4 2025
Mc Naughton Wealth Management, LLC Shares Held: 13.6K ($460K)
Q4 2025
Armbruster Capital Management, Inc. Shares Held: 104K ($3.52M)
Q3 2025
Wells Fargo & Company Shares Held: 159K ($5.35M)

About IDLV

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