Institutional shares held 7.27 Million
0 calls
0 puts
Total value of holdings $210M
$0 calls
$0 puts
# of Institutions 86


Latest Institutional Activity in IDHQ

Top Purchases

Q4 2024
Merit Financial Group, LLC Shares Held: 119K ($3.44M)
Q4 2024
Octavia Wealth Advisors, LLC Shares Held: 26.7K ($772K)
Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 340 ($9.82K)
Q4 2024
Edge Financial Advisors LLC Shares Held: 9.45K ($273K)
Q4 2024
Ullmann Wealth Partners Group, LLC Shares Held: 11K ($319K)

Top Sells

Q4 2024
Kwb Wealth Shares Held: 414K ($11.9M)
Q4 2024
Dentgroup LLC Shares Held: 19K ($550K)
Q4 2024
Breakwater Capital Group Shares Held: 75K ($2.16M)
Q4 2024
Meridian Financial, LLC Shares Held: 15.2K ($440K)
Q3 2024
Morgan Stanley Shares Held: 661K ($19.1M)

About IDHQ

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