Institutional shares held 19 Million
0 calls
0 puts
Total value of holdings $487M
$0 calls
$0 puts
# of Institutions 195


Latest Institutional Activity in IBMO

Top Purchases

Q2 2025
Newman Dignan & Sheerar, Inc. Shares Held: 106K ($2.71M)
Q2 2025
Capital Investment Advisors, LLC Shares Held: 63.7K ($1.63M)
Q2 2025
Hills Bank & Trust CO Shares Held: 383K ($9.82M)
Q2 2025
Sound View Wealth Advisors Group, LLC Shares Held: 206K ($5.27M)
Q2 2025
Belpointe Asset Management LLC Shares Held: 47.3K ($1.21M)

Top Sells

Q2 2025
Kathmere Capital Management, LLC Shares Held: 474K ($12.1M)
Q2 2025
Wj Wealth Management, LLC Shares Held: 12.2K ($312K)
Q2 2025
Cyndeo Wealth Partners, LLC Shares Held: 134K ($3.42M)
Q2 2025
Strid Group, LLC Shares Held: 13.4K ($343K)
Q2 2025
Stratos Wealth Partners, Ltd. Shares Held: 34.4K ($880K)

About IBMO

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