Institutional shares held 6.18 Million
0 calls
0 puts
Total value of holdings $198M
$0 calls
$0 puts
# of Institutions 96


Latest Institutional Activity in IDLV

Top Purchases

Q1 2025
Win Advisors, Inc Shares Held: 184K ($5.89M)
Q1 2025
Accredited Investor Services, LLC Shares Held: 14.3K ($459K)
Q1 2025
Revisor Wealth Management LLC Shares Held: 11.7K ($375K)
Q1 2025
Merit Financial Group, LLC Shares Held: 9.23K ($296K)
Q1 2025
Johnson & White Wealth Management, LLC Shares Held: 166K ($5.33M)

Top Sells

Q1 2025
Burt Wealth Advisors Shares Held: 646K ($20.7M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 15.2K ($489K)
Q1 2025
Cwm, LLC Shares Held: 2.1K ($67.2K)
Q1 2025
Steel Peak Wealth Management LLC Shares Held: 14.5K ($466K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 81.7K ($2.62M)

About IDLV

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