Institutional shares held 8.41 Million
0 calls
0 puts
Total value of holdings $262M
$0 calls
$0 puts
# of Institutions 95


Latest Institutional Activity in IDHQ

Top Purchases

Q1 2025
Berkeley, Inc Shares Held: 289K ($8.99M)
Q1 2025
Kwb Wealth Shares Held: 569K ($17.7M)
Q1 2025
Chaney Capital Management, Inc. Shares Held: 295K ($9.16M)
Q1 2025
Well Done, LLC Shares Held: 47.9K ($1.49M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 74.2K ($2.31M)

Top Sells

Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 15.2K ($472K)
Q1 2025
Merit Financial Group, LLC Shares Held: 106K ($3.29M)
Q1 2025
Falcon Wealth Planning Shares Held: 79K ($2.46M)
Q1 2025
Dentgroup LLC Shares Held: 13.1K ($408K)
Q1 2025
Leavell Investment Management, Inc. Shares Held: 22.1K ($686K)

About IDHQ

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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