Institutional shares held 42.6 Million
0 calls
0 puts
Total value of holdings $1.99B
$0 calls
$0 puts
# of Institutions 269


Latest Institutional Activity in IHDG

Top Purchases

Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 123K ($5.71M)
Q3 2025
Falcon Wealth Planning Shares Held: 825K ($38.4M)
Q3 2025
Ae Wealth Management LLC Shares Held: 398K ($18.6M)
Q3 2025
Melone Private Wealth, LLC Shares Held: 345K ($16.1M)
Q3 2025
Prepared Retirement Institute LLC Shares Held: 271K ($12.6M)

Top Sells

Q3 2025
Prism Advisors, Inc. Shares Held: 86.7K ($4.04M)
Q3 2025
Adamsbrown Wealth Consultants LLC Shares Held: 107K ($5.01M)
Q3 2025
Eagle Strategies LLC Shares Held: 575K ($26.8M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 167K ($7.78M)
Q3 2025
Merit Financial Group, LLC Shares Held: 32.2K ($1.5M)

About IHDG

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