Institutional shares held 19.3 Million
0 calls
0 puts
Total value of holdings $493M
$0 calls
$0 puts
# of Institutions 193


Latest Institutional Activity in IBMO

Top Purchases

Q1 2025
Lbmc Investment Advisors, LLC Shares Held: 366K ($9.36M)
Q1 2025
Atwater Malick LLC Shares Held: 94.7K ($2.42M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 144K ($3.69M)
Q1 2025
Quantum Financial Advisors, LLC Shares Held: 152K ($3.89M)
Q1 2025
Resonant Capital Advisors, LLC Shares Held: 27.5K ($701K)

Top Sells

Q1 2025
Kathmere Capital Management, LLC Shares Held: 528K ($13.5M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 874K ($22.3M)
Q1 2025
Crumly & Associates Inc. Shares Held: 12.5K ($318K)
Q1 2025
Wj Wealth Management, LLC Shares Held: 43.3K ($1.11M)
Q1 2025
Cyndeo Wealth Partners, LLC Shares Held: 162K ($4.13M)

About IBMO

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