Institutional shares held 81.2 Million
0 calls
0 puts
Total value of holdings $1.79B
$0 calls
$0 puts
# of Institutions 292


Latest Institutional Activity in IBDV

Top Purchases

Q4 2025
Sound View Wealth Advisors Group, LLC Shares Held: 1.48M ($32.6M)
Q4 2025
Gilbert & Cook, Inc. Shares Held: 48.2K ($1.06M)
Q4 2025
Harbor Investment Advisory, LLC Shares Held: 34.6K ($763K)
Q4 2025
Adirondack Trust CO Shares Held: 133K ($2.93M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 181K ($4M)

Top Sells

Q4 2025
Gryphon Financial Partners LLC Shares Held: 16.9K ($373K)
Q4 2025
Garrett Investment Advisors LLC Shares Held: 36.8K ($810K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 307K ($6.77M)
Q3 2025
Venture Visionary Partners LLC Shares Held: 562K ($12.4M)
Q3 2025
Ameriprise Financial Inc Shares Held: 593K ($13.1M)

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