Institutional shares held 78.5 Million
20.5K calls
24.8K puts
Total value of holdings $2.45B
$639K calls
$773K puts
# of Institutions 505


Latest Institutional Activity in IDV

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 36.3K ($1.13M)
Q1 2025
Johnson & White Wealth Management, LLC Shares Held: 231K ($7.22M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 250K ($7.8M)
Q1 2025
Outlook Wealth Advisors, LLC Shares Held: 18.8K ($586K)
Q1 2025
Bfi Infinity Ltd. Shares Held: 16.7K ($522K)

Top Sells

Q1 2025
Cx Institutional Shares Held: 227K ($7.08M)
Q1 2025
Parallel Advisors, LLC Shares Held: 528K ($16.5M)
Q1 2025
Gamma Investing LLC Shares Held: 680 ($21.2K)
Q1 2025
Bangor Savings Bank Shares Held: 337K ($10.5M)
Q1 2025
Precedent Wealth Partners, LLC Shares Held: 33.2K ($1.04M)

About IDV

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