Institutional shares held 38.3 Million
0 calls
0 puts
Total value of holdings $985M
$0 calls
$0 puts
# of Institutions 180


Latest Institutional Activity in IBDX

Top Purchases

Q3 2025
Ironwood Financial, LLC Shares Held: 307K ($7.9M)
Q3 2025
Capital Investment Advisors, LLC Shares Held: 2.97M ($76.5M)
Q3 2025
Klingman & Associates, LLC Shares Held: 675K ($17.4M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 427K ($11M)
Q3 2025
Sigma Investment Counselors Inc Shares Held: 1.38M ($35.5M)

Top Sells

Q3 2025
Garrett Investment Advisors LLC Shares Held: 8.1K ($208K)
Q3 2025
Arrow Financial Corp Shares Held: 577K ($14.8M)
Q3 2025
Montecito Bank & Trust Shares Held: 24.9K ($640K)
Q3 2025
Evergreen Private Wealth LLC Shares Held: 130K ($3.33M)
Q3 2025
Paradigm, Strategies In Wealth Management, LLC Shares Held: 143K ($3.66M)

About IBDX

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