Institutional shares held 4.74 Million
0 calls
0 puts
Total value of holdings $352M
$0 calls
$0 puts
# of Institutions 152


Latest Institutional Activity in IHE

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 3.43K ($261K)
Q3 2025
Hudock, Inc. Shares Held: 2.92K ($222K)
Q3 2025
Cx Institutional Shares Held: 802 ($60.9K)
Q3 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 7.4K ($563K)
Q3 2025
Mather Group, Llc. Shares Held: 527 ($40K)

Top Sells

Q3 2025
Jones Financial Companies Lllp Shares Held: 19.4K ($1.47M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 29.1K ($2.21M)
Q3 2025
Spire Wealth Management Shares Held: 2.86K ($217K)
Q3 2025
Grimes & Company, Inc. Shares Held: 21.5K ($1.63M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 7.97K ($605K)

About IHE

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