Institutional shares held 43 Million
0 calls
0 puts
Total value of holdings $1.09B
$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
Gilbert & Cook, Inc. Shares Held: 37.5K ($954K)
Q4 2025
Precedent Wealth Partners, LLC Shares Held: 134K ($3.42M)
Q4 2025
Decision Map Wealth Management, LLC Shares Held: 13.1K ($333K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 56.6K ($1.44M)

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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