Institutional shares held 96.7 Million
23.6K calls
67.9K puts
Total value of holdings $3.5B
$854K calls
$2.46M puts
# of Institutions 570


Latest Institutional Activity in IDV

Top Purchases

Q2 2025
Gallagher Fiduciary Advisors, LLC Shares Held: 8.45M ($306M)
Q2 2025
Bank Of America Corp Shares Held: 12.4M ($449M)
Q2 2025
Wells Fargo & Company Shares Held: 3.76M ($136M)
Q2 2025
Jane Street Group, LLC Shares Held: 749K ($27.1M)
Q2 2025
Sigma Planning Corp Shares Held: 408K ($14.8M)

Top Sells

Q2 2025
Brinker Capital Investments, LLC Shares Held: 127K ($4.6M)
Q2 2025
Assetmark, Inc Shares Held: 712K ($25.8M)
Q2 2025
Regions Financial Corp Shares Held: 726K ($26.3M)
Q2 2025
Curran Financial Partners, LLC Shares Held: 80.3K ($2.9M)
Q2 2025
Forte Asset Management LLC Shares Held: 186K ($6.74M)

About IDV

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