Institutional shares held 1.62 Million
0 calls
0 puts
Total value of holdings $59.9M
$0 calls
$0 puts
# of Institutions 92


Latest Institutional Activity in IDRV

Top Purchases

Q3 2025
Accordant Advisory Group Inc Shares Held: 85.4K ($3.15M)
Q3 2025
Moran Wealth Management, LLC Shares Held: 28.8K ($1.06M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 145 ($5.35K)
Q3 2025
Perkins Coie Trust CO Shares Held: 6 ($221)
Q2 2025
Winnow Wealth LLC Shares Held: 85K ($3.14M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 21.4K ($788K)
Q3 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 16.8K ($621K)
Q3 2025
Cx Institutional Shares Held: 27K ($997K)
Q3 2025
Parkside Financial Bank & Trust Shares Held: 8 ($295)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 242 ($8.93K)

About IDRV

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