Institutional shares held 31.1 Million
0 calls
0 puts
Total value of holdings $775M
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in IBDX

Top Purchases

Q1 2025
Adirondack Trust CO Shares Held: 48K ($1.2M)
Q1 2025
Chesley Taft & Associates LLC Shares Held: 9.5K ($237K)
Q1 2025
Garrett Investment Advisors LLC Shares Held: 113K ($2.83M)
Q1 2025
Beacon Financial Group Shares Held: 25.4K ($633K)
Q1 2025
Quantum Financial Advisors, LLC Shares Held: 63.6K ($1.59M)

Top Sells

Q1 2025
Parallel Advisors, LLC Shares Held: 201K ($5.01M)
Q1 2025
Confluence Investment Management LLC Shares Held: 407K ($10.2M)
Q4 2024
Summitry LLC Shares Held: 814K ($20.3M)
Q4 2024
Lpl Financial LLC Shares Held: 209K ($5.21M)
Q4 2024
New Edge Advisors, LLC Shares Held: 35.3K ($881K)

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