Institutional shares held 51.6 Million
0 calls
0 puts
Total value of holdings $2.14B
$0 calls
$0 puts
# of Institutions 280


Latest Institutional Activity in IHDG

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 232K ($9.61M)
Q1 2025
Eagle Strategies LLC Shares Held: 686K ($28.4M)
Q1 2025
Tounjian Advisory Partners, LLC Shares Held: 49.4K ($2.05M)
Q1 2025
Lifestyle Asset Management, Inc. Shares Held: 54.1K ($2.24M)
Q1 2025
Nbc Securities, Inc. Shares Held: 33.5K ($1.39M)

Top Sells

Q1 2025
Family Investment Center, Inc. Shares Held: 129K ($5.35M)
Q1 2025
Falcon Wealth Planning Shares Held: 709K ($29.3M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 132K ($5.45M)
Q1 2025
Sheets Smith Wealth Management Shares Held: 45K ($1.86M)
Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 355K ($14.7M)

About IHDG

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