Institutional shares held 11.6 Million
0 calls
0 puts
Total value of holdings $266M
$0 calls
$0 puts
# of Institutions 81


Latest Institutional Activity in IBHF

Top Purchases

Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 80K ($1.84M)
Q2 2024
Mid American Wealth Advisory Group, Inc. Shares Held: 139K ($3.2M)
Q2 2024
Granite Bay Wealth Management, LLC Shares Held: 63K ($1.45M)
Q2 2024
Lbmc Investment Advisors, LLC Shares Held: 167K ($3.85M)
Q2 2024
Krilogy Financial LLC Shares Held: 45K ($1.03M)

Top Sells

Q1 2024
High Tower Advisors, LLC Shares Held: 295K ($6.79M)
Q1 2024
Ae Wealth Management LLC Shares Held: 40.3K ($927K)
Q1 2024
Wells Fargo & Company Shares Held: 240K ($5.53M)
Q1 2024
Beacon Pointe Advisors, LLC Shares Held: 34K ($783K)
Q1 2024
Baltimore Washington Financial Advisors, Inc. Shares Held: 419K ($9.63M)

About IBHF

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