Institutional shares held 10.4 Million
0 calls
0 puts
Total value of holdings $232M
$0 calls
$0 puts
# of Institutions 76


Latest Institutional Activity in IBHG

Top Purchases

Q1 2025
Gamma Investing LLC Shares Held: 5.17M ($115M)
Q1 2025
Lbmc Investment Advisors, LLC Shares Held: 857K ($19.1M)
Q1 2025
Parallel Advisors, LLC Shares Held: 14.5K ($324K)
Q1 2025
Littlejohn Financial Services, Inc. Shares Held: 13.5K ($302K)
Q4 2024
Northwestern Mutual Wealth Management CO Shares Held: 719K ($16.1M)

Top Sells

Q4 2024
Lpl Financial LLC Shares Held: 215K ($4.81M)
Q4 2024
Royal Bank Of Canada Shares Held: 46.5K ($1.04M)
Q4 2024
Thoroughbred Financial Services, LLC Shares Held: 37.3K ($833K)
Q4 2024
Robertson Stephens Wealth Management, LLC Shares Held: 42.6K ($951K)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 32K ($714K)

About IBHG

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