Institutional shares held 43.1 Million
0 calls
0 puts
Total value of holdings $1.1B
$0 calls
$0 puts
# of Institutions 189


Latest Institutional Activity in IBDX

Top Purchases

Q4 2025
Confluence Investment Management LLC Shares Held: 298K ($7.59M)
Q4 2025
Sound View Wealth Advisors Group, LLC Shares Held: 856K ($21.8M)
Q4 2025
Gilbert & Cook, Inc. Shares Held: 37.5K ($954K)
Q4 2025
Adirondack Trust CO Shares Held: 79.2K ($2.02M)
Q4 2025
Montecito Bank & Trust Shares Held: 33.4K ($850K)

Top Sells

Q4 2025
Michael S. Ryan, Inc. Shares Held: 206K ($5.23M)
Q3 2025
Bank Of America Corp Shares Held: 2.1M ($53.4M)
Q3 2025
Wrapmanager Inc Shares Held: 91.6K ($2.33M)
Q3 2025
Us Bancorp \De\ Shares Held: 714K ($18.2M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 186K ($4.74M)

About IBDX

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