Institutional shares held 80.8 Million
40.6K calls
53.6K puts
Total value of holdings $2.82B
$1.42M calls
$1.87M puts
# of Institutions 532


Latest Institutional Activity in IDV

Top Purchases

Q2 2025
Sigma Planning Corp Shares Held: 408K ($14.4M)
Q2 2025
Gimbal Financial Shares Held: 373K ($13.2M)
Q2 2025
Marks Wealth, LLC Shares Held: 371K ($13.2M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 733K ($25.9M)
Q2 2025
Us Bancorp \De\ Shares Held: 1.92M ($68M)

Top Sells

Q2 2025
Assetmark, Inc Shares Held: 712K ($25.2M)
Q2 2025
Regions Financial Corp Shares Held: 726K ($25.7M)
Q2 2025
Curran Financial Partners, LLC Shares Held: 80.3K ($2.84M)
Q2 2025
Forte Asset Management LLC Shares Held: 186K ($6.6M)
Q2 2025
Park Avenue Securities LLC Shares Held: 84.8K ($3M)

About IDV

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