Institutional shares held 9.59 Million
0 calls
0 puts
Total value of holdings $224M
$0 calls
$0 puts
# of Institutions 55


Latest Institutional Activity in IBHH

Top Purchases

Q1 2025
Lbmc Investment Advisors, LLC Shares Held: 836K ($19.6M)
Q1 2025
Littlejohn Financial Services, Inc. Shares Held: 192K ($4.5M)
Q1 2025
Sightline Wealth Advisors, LLC Shares Held: 50.4K ($1.18M)
Q1 2025
Straight Path Wealth Management Shares Held: 81.2K ($1.9M)
Q1 2025
Ironwood Financial, LLC Shares Held: 15K ($350K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 200K ($4.69M)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 81.3K ($1.9M)
Q1 2025
Reliant Wealth Planning Shares Held: 11.5K ($269K)
Q4 2024
Mutual Advisors, LLC Shares Held: 16.1K ($377K)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 12.9K ($302K)

About IBHH

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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