Institutional shares held 24.5 Million
0 calls
0 puts
Total value of holdings $568M
$0 calls
$0 puts
# of Institutions 144


Latest Institutional Activity in IBHF

Top Purchases

Q2 2025
Sterling Financial Group, Inc. Shares Held: 1.21M ($28.1M)
Q2 2025
Arrow Financial Corp Shares Held: 724K ($16.8M)
Q2 2025
Old Mission Capital LLC Shares Held: 374K ($8.66M)
Q2 2025
Summit Investment Advisory Services, LLC Shares Held: 297K ($6.89M)
Q2 2025
Littlejohn Financial Services, Inc. Shares Held: 517K ($12M)

Top Sells

Q2 2025
Morgan Stanley Shares Held: 1.53M ($35.4M)
Q2 2025
Gamma Investing LLC Shares Held: 49.4K ($1.14M)
Q2 2025
Sky View Investment Advisors, LLC Shares Held: 150K ($3.47M)
Q2 2025
Baltimore Washington Financial Advisors, Inc. Shares Held: 446K ($10.3M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 168K ($3.9M)

About IBHF

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