Institutional shares held 48.5 Million
0 calls
0 puts
Total value of holdings $2.18B
$0 calls
$0 puts
# of Institutions 272


Latest Institutional Activity in IHDG

Top Purchases

Q2 2025
Pathstone Holdings, LLC Shares Held: 639K ($28.8M)
Q2 2025
Solano Wealth Investment Advisors LLC Shares Held: 209K ($9.39M)
Q2 2025
Pensionmark Financial Group, LLC Shares Held: 71.4K ($3.21M)
Q2 2025
Berkeley, Inc Shares Held: 368K ($16.6M)
Q2 2025
Eagle Strategies LLC Shares Held: 730K ($32.8M)

Top Sells

Q2 2025
Lpl Financial LLC Shares Held: 5.23M ($235M)
Q2 2025
Private Advisor Group, LLC Shares Held: 201K ($9.02M)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 1.18M ($53.2M)
Q2 2025
Cardinal Point Capital Management, Ulc Shares Held: 18.4K ($826K)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 253K ($11.4M)

About IHDG

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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