Institutional shares held 50.8 Million
0 calls
0 puts
Total value of holdings $2.19B
$0 calls
$0 puts
# of Institutions 282


Latest Institutional Activity in IHDG

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 232K ($10.1M)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 203K ($8.81M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.36M ($58.9M)
Q1 2025
Eagle Strategies LLC Shares Held: 686K ($29.7M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 62.8K ($2.72M)

Top Sells

Q1 2025
Family Investment Center, Inc. Shares Held: 129K ($5.6M)
Q1 2025
Hunter Associates Investment Management LLC Shares Held: 504K ($21.8M)
Q1 2025
Falcon Wealth Planning Shares Held: 709K ($30.7M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 132K ($5.7M)
Q1 2025
Laurel Wealth Planning LLC Shares Held: 99.6K ($4.31M)

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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