Institutional shares held 3.21 Million
0 calls
0 puts
Total value of holdings $72.3M
$0 calls
$0 puts
# of Institutions 46


Latest Institutional Activity in IBHG

Top Purchases

Q3 2024
Lbmc Investment Advisors, LLC Shares Held: 347K ($7.79M)
Q3 2024
Gamma Investing LLC Shares Held: 127K ($2.85M)
Q3 2024
Sightline Wealth Advisors, LLC Shares Held: 41.6K ($933K)
Q3 2024
Commonwealth Financial Services, LLC Shares Held: 340K ($7.63M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 14.9K ($335K)

Top Sells

Q3 2024
Commonwealth Equity Services, LLC Shares Held: 366K ($8.22M)
Q2 2024
Robertson Stephens Wealth Management, LLC Shares Held: 52.2K ($1.17M)
Q2 2024
New Edge Advisors, LLC Shares Held: 59.4K ($1.33M)
Q2 2024
Bank Of America Corp Shares Held: 118K ($2.64M)
Q2 2024
Summit Wealth Partners, LLC Shares Held: 0 ($0)

About IBHG

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