Institutional shares held 45.2 Million
0 calls
0 puts
Total value of holdings $1.15B
$0 calls
$0 puts
# of Institutions 195


Latest Institutional Activity in IBDX

Top Purchases

Q4 2025
Capital Advisors Inc Shares Held: 2.65M ($67.6M)
Q4 2025
Pfg Private Wealth Management, LLC Shares Held: 496K ($12.6M)
Q4 2025
Confluence Investment Management LLC Shares Held: 298K ($7.59M)
Q4 2025
Klingman & Associates, LLC Shares Held: 887K ($22.6M)
Q4 2025
Capital Investment Advisors, LLC Shares Held: 3.17M ($80.7M)

Top Sells

Q4 2025
First Interstate Bank Shares Held: 76.9K ($1.96M)
Q4 2025
Roble, Belko & Company, Inc Shares Held: 7.11K ($181K)
Q4 2025
Princeton Global Asset Management LLC Shares Held: 26.3K ($671K)
Q4 2025
Probity Advisors, Inc. Shares Held: 144K ($3.66M)
Q4 2025
Redw Wealth LLC Shares Held: 41.3K ($1.05M)

About IBDX

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