Institutional shares held 79.1 Million
40.6K calls
53.6K puts
Total value of holdings $2.75B
$1.41M calls
$1.86M puts
# of Institutions 505


Latest Institutional Activity in IDV

Top Purchases

Q2 2025
Sovran Advisors, LLC Shares Held: 67K ($2.33M)
Q2 2025
Gradient Investments LLC Shares Held: 6.39K ($222K)
Q2 2025
Heartwood Wealth Advisors LLC Shares Held: 156K ($5.41M)
Q2 2025
Fragasso Group Inc. Shares Held: 39.4K ($1.37M)
Q2 2025
Security National Bank Shares Held: 13.7K ($476K)

Top Sells

Q2 2025
Bangor Savings Bank Shares Held: 329K ($11.5M)
Q2 2025
Parallel Advisors, LLC Shares Held: 521K ($18.1M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 189K ($6.56M)
Q2 2025
Park Edge Advisors, LLC Shares Held: 46.2K ($1.61M)
Q2 2025
Sunflower Bank, N.A. Shares Held: 41.4K ($1.44M)

About IDV

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