Institutional shares held 10.5 Million
0 calls
0 puts
Total value of holdings $234M
$0 calls
$0 puts
# of Institutions 77


Latest Institutional Activity in IBHG

Top Purchases

Q1 2025
Lbmc Investment Advisors, LLC Shares Held: 857K ($19.1M)
Q1 2025
Mutual Advisors, LLC Shares Held: 294K ($6.55M)
Q1 2025
Spire Wealth Management Shares Held: 27.8K ($619K)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 24.3K ($541K)
Q1 2025
Sightline Wealth Advisors, LLC Shares Held: 67.7K ($1.51M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 232K ($5.15M)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 14.5K ($323K)
Q1 2025
Cwm, LLC Shares Held: 2.08K ($46.3K)
Q4 2024
Lpl Financial LLC Shares Held: 215K ($4.79M)
Q4 2024
Royal Bank Of Canada Shares Held: 46.5K ($1.04M)

About IBHG

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