Institutional shares held 97.7 Million
23.6K calls
67.9K puts
Total value of holdings $3.61B
$872K calls
$2.51M puts
# of Institutions 574


Latest Institutional Activity in IDV

Top Purchases

Q3 2025
St. Louis Financial Planners Asset Management, LLC Shares Held: 39.7K ($1.47M)
Q3 2025
Ewg Elevate Inc. Shares Held: 110K ($4.07M)
Q3 2025
Heartwood Wealth Advisors LLC Shares Held: 164K ($6.05M)
Q3 2025
First Citizens Financial Corp Shares Held: 6.2K ($229K)
Q3 2025
Fragasso Group Inc. Shares Held: 40K ($1.48M)

Top Sells

Q3 2025
Lbmc Investment Advisors, LLC Shares Held: 15.8K ($583K)
Q3 2025
Collective Family Office LLC Shares Held: 31.5K ($1.17M)
Q2 2025
Assetmark, Inc Shares Held: 712K ($26.3M)
Q2 2025
Regions Financial Corp Shares Held: 726K ($26.9M)
Q2 2025
Curran Financial Partners, LLC Shares Held: 80.3K ($2.97M)

About IDV

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