Institutional shares held 5.5 Million
100 calls
0 puts
Total value of holdings $367M
$6K calls
$0 puts
# of Institutions 162


Latest Institutional Activity in IHE

Top Purchases

Q1 2025
Massachusetts Wealth Management Shares Held: 15.4K ($1.03M)
Q1 2025
Wayfinding Financial, LLC Shares Held: 675 ($45K)
Q1 2025
Garde Capital, Inc. Shares Held: 657 ($43.8K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 7.25K ($484K)
Q1 2025
Arlington Trust CO LLC Shares Held: 450 ($30K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 8.4K ($560K)
Q1 2025
Truist Financial Corp Shares Held: 8.85K ($591K)
Q1 2025
Guardian Asset Advisors, LLC Shares Held: 2.95K ($197K)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 4.7K ($313K)
Q1 2025
Arkansas Financial Group, Inc. Shares Held: 6.71K ($448K)

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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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