Institutional shares held 85.9 Million
0 calls
0 puts
Total value of holdings $1.89B
$0 calls
$0 puts
# of Institutions 299


Latest Institutional Activity in IBDV

Top Purchases

Q4 2025
Kathmere Capital Management, LLC Shares Held: 1.38M ($30.3M)
Q4 2025
Rvw Wealth, LLC Shares Held: 1.11M ($24.5M)
Q4 2025
Pfg Private Wealth Management, LLC Shares Held: 586K ($12.9M)
Q4 2025
Sound View Wealth Advisors Group, LLC Shares Held: 1.48M ($32.6M)
Q4 2025
Rebalance, LLC Shares Held: 459K ($10.1M)

Top Sells

Q4 2025
Nestegg Advisors, Inc. Shares Held: 211K ($4.65M)
Q4 2025
Gryphon Financial Partners LLC Shares Held: 16.9K ($373K)
Q4 2025
Garrett Investment Advisors LLC Shares Held: 36.8K ($810K)
Q4 2025
Signature Wealth Management Group Shares Held: 248K ($5.47M)
Q4 2025
Archford Capital Strategies, LLC Shares Held: 55K ($1.21M)

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