Institutional shares held 54.5 Million
0 calls
0 puts
Total value of holdings $1.13B
$0 calls
$0 puts
# of Institutions 184


Latest Institutional Activity in IBDW

Top Purchases

Q1 2025
Adirondack Trust CO Shares Held: 111K ($2.31M)
Q1 2025
Quantum Financial Advisors, LLC Shares Held: 92.8K ($1.92M)
Q1 2025
Garrett Investment Advisors LLC Shares Held: 162K ($3.35M)
Q4 2024
Venture Visionary Partners LLC Shares Held: 4.17M ($86.6M)
Q4 2024
Raymond James Financial Inc Shares Held: 1.97M ($40.9M)

Top Sells

Q1 2025
Parallel Advisors, LLC Shares Held: 237K ($4.92M)
Q1 2025
Confluence Investment Management LLC Shares Held: 491K ($10.2M)
Q4 2024
Redw Wealth LLC Shares Held: 115K ($2.38M)
Q4 2024
Us Bancorp \De\ Shares Held: 623K ($12.9M)
Q4 2024
Paradigm, Strategies In Wealth Management, LLC Shares Held: 64.6K ($1.34M)

About IBDW

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