Institutional shares held 19.9 Million
0 calls
0 puts
Total value of holdings $733M
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in IQDG

Top Purchases

Q1 2025
Revolve Wealth Partners, LLC Shares Held: 412K ($15.1M)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 30.4K ($1.12M)
Q1 2025
Nbc Securities, Inc. Shares Held: 16.3K ($600K)
Q1 2025
City Center Advisors, LLC Shares Held: 14K ($516K)
Q1 2025
Premier Path Wealth Partners, LLC Shares Held: 149K ($5.46M)

Top Sells

Q1 2025
Garrett Investment Advisors LLC Shares Held: 509K ($18.7M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 167K ($6.14M)
Q1 2025
Tsfg, LLC Shares Held: 103K ($3.8M)
Q1 2025
Howard Bailey Securities, LLC Shares Held: 214K ($7.88M)
Q1 2025
Golden State Equity Partners Shares Held: 30.8K ($1.13M)

About IQDG

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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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