Institutional shares held 9.73 Million
0 calls
0 puts
Total value of holdings $324M
$0 calls
$0 puts
# of Institutions 112


Latest Institutional Activity in IDLV

Top Purchases

Q3 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 412K ($13.7M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 27.9K ($931K)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 7.3K ($243K)
Q3 2025
Cwm, LLC Shares Held: 5.36K ($179K)
Q3 2025
Grey Fox Wealth Advisors, LLC Shares Held: 1.73K ($57.6K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 37.8K ($1.26M)
Q3 2025
Heck Capital Advisors, LLC Shares Held: 215K ($7.16M)
Q3 2025
Ridgewood Investments LLC Shares Held: 12.5K ($415K)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 1.8K ($60K)
Q3 2025
Armbruster Capital Management, Inc. Shares Held: 106K ($3.53M)

About IDLV

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