Institutional shares held 51.5 Million
0 calls
0 puts
Total value of holdings $2.25B
$0 calls
$0 puts
# of Institutions 279


Latest Institutional Activity in IHDG

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 232K ($10.2M)
Q1 2025
Tounjian Advisory Partners, LLC Shares Held: 49.4K ($2.16M)
Q1 2025
Lifestyle Asset Management, Inc. Shares Held: 54.1K ($2.37M)
Q1 2025
Nbc Securities, Inc. Shares Held: 33.5K ($1.47M)
Q1 2025
Gps Wealth Strategies Group, LLC Shares Held: 115K ($5.03M)

Top Sells

Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 355K ($15.6M)
Q1 2025
Capital Advisors, Ltd. LLC Shares Held: 17.1K ($750K)
Q1 2025
Fifth Third Bancorp Shares Held: 5.02K ($220K)
Q1 2025
Focus Financial Network, Inc. Shares Held: 41.4K ($1.82M)
Q1 2025
Park Avenue Securities LLC Shares Held: 12.8K ($558K)

About IHDG

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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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