Institutional shares held 8.41 Million
0 calls
0 puts
Total value of holdings $262M
$0 calls
$0 puts
# of Institutions 95


Latest Institutional Activity in IDHQ

Top Purchases

Q1 2025
Berkeley, Inc Shares Held: 289K ($8.99M)
Q1 2025
Kwb Wealth Shares Held: 569K ($17.7M)
Q1 2025
Chaney Capital Management, Inc. Shares Held: 295K ($9.16M)
Q1 2025
Well Done, LLC Shares Held: 47.9K ($1.49M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 74.2K ($2.31M)

Top Sells

Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 15.2K ($472K)
Q1 2025
Merit Financial Group, LLC Shares Held: 106K ($3.29M)
Q1 2025
Falcon Wealth Planning Shares Held: 79K ($2.46M)
Q1 2025
Dentgroup LLC Shares Held: 13.1K ($408K)
Q1 2025
Leavell Investment Management, Inc. Shares Held: 22.1K ($686K)

About IDHQ

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