Institutional shares held 77.8 Million
20.5K calls
24.8K puts
Total value of holdings $2.51B
$661K calls
$799K puts
# of Institutions 507


Latest Institutional Activity in IDV

Top Purchases

Q1 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 356K ($11.5M)
Q1 2025
Capital Advisors Wealth Management, LLC Shares Held: 104K ($3.37M)
Q1 2025
Cerity Partners LLC Shares Held: 76.3K ($2.46M)
Q1 2025
Ellis Investment Partners, LLC Shares Held: 38.7K ($1.25M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 36.3K ($1.17M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 4.76M ($154M)
Q1 2025
Erts Wealth Advisors, LLC Shares Held: 186K ($5.99M)
Q1 2025
Forte Asset Management LLC Shares Held: 237K ($7.65M)
Q1 2025
Cx Institutional Shares Held: 227K ($7.32M)
Q1 2025
Balentine LLC Shares Held: 61.5K ($1.98M)

About IDV

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