Institutional shares held 96.9 Million
0 calls
0 puts
Total value of holdings $2.46B
$0 calls
$0 puts
# of Institutions 415


Latest Institutional Activity in IBDT

Top Purchases

Q4 2025
Rebalance, LLC Shares Held: 734K ($18.7M)
Q4 2025
Pfg Private Wealth Management, LLC Shares Held: 320K ($8.12M)
Q4 2025
Sound View Wealth Advisors Group, LLC Shares Held: 1.45M ($36.8M)
Q4 2025
Capital Investment Advisors, LLC Shares Held: 3.63M ($92.3M)
Q4 2025
Rvw Wealth, LLC Shares Held: 1.09M ($27.7M)

Top Sells

Q4 2025
Park Avenue Securities LLC Shares Held: 102K ($2.59M)
Q4 2025
Kathmere Capital Management, LLC Shares Held: 1.2M ($30.4M)
Q4 2025
Bridge Port Financial Solutions, LLC Shares Held: 61.2K ($1.56M)
Q4 2025
Nestegg Advisors, Inc. Shares Held: 9.91K ($252K)
Q4 2025
Beaumont Financial Advisors, LLC Shares Held: 52.6K ($1.34M)

About IBDT

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