Institutional shares held 5.04 Million
3K calls
0 puts
Total value of holdings $334M
$198K calls
$0 puts
# of Institutions 163


Latest Institutional Activity in IHE

Top Purchases

Q2 2025
Capital Investment Advisors, LLC Shares Held: 7.12K ($472K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 3.97K ($263K)
Q2 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 6.67K ($441K)
Q2 2025
Arkansas Financial Group, Inc. Shares Held: 7.19K ($476K)
Q2 2025
Truist Financial Corp Shares Held: 9.1K ($603K)

Top Sells

Q2 2025
Janney Montgomery Scott LLC Shares Held: 6.83K ($452K)
Q2 2025
Fifth Third Bancorp Shares Held: 1.17K ($77.2K)
Q2 2025
Institute For Wealth Management, Llc. Shares Held: 11.2K ($741K)
Q2 2025
Cx Institutional Shares Held: 29 ($1.92K)
Q1 2025
Jpmorgan Chase & CO Shares Held: 12.6K ($833K)

About IHE

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