Institutional shares held 26.3 Million
0 calls
0 puts
Total value of holdings $646M
$0 calls
$0 puts
# of Institutions 118


Latest Institutional Activity in IBDX

Top Purchases

Q4 2024
Capital Investment Advisors, LLC Shares Held: 2.28M ($56M)
Q4 2024
Seneca House Advisors Shares Held: 412K ($10.1M)
Q4 2024
Segment Wealth Management, LLC Shares Held: 48.9K ($1.2M)
Q4 2024
Adirondack Trust CO Shares Held: 31.1K ($762K)
Q4 2024
Michael S. Ryan, Inc. Shares Held: 190K ($4.65M)

Top Sells

Q4 2024
Mendota Financial Group, LLC Shares Held: 33K ($810K)
Q4 2024
Paradigm, Strategies In Wealth Management, LLC Shares Held: 149K ($3.67M)
Q4 2024
Precedent Wealth Partners, LLC Shares Held: 128K ($3.14M)
Q4 2024
Archford Capital Strategies, LLC Shares Held: 83.7K ($2.06M)
Q3 2024
New Edge Advisors, LLC Shares Held: 78.4K ($1.93M)

About IBDX

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