Institutional shares held 4.63 Million
0 calls
0 puts
Total value of holdings $144M
$0 calls
$0 puts
# of Institutions 80


Latest Institutional Activity in IBND

Top Purchases

Q1 2025
Checchi Capital Advisers, LLC Shares Held: 1.14M ($35.4M)
Q1 2025
Lam Group, Inc. Shares Held: 134K ($4.18M)
Q1 2025
Lodestar Private Asset Management LLC Shares Held: 350K ($10.9M)
Q1 2025
Wayfinding Financial, LLC Shares Held: 1.79K ($55.8K)
Q1 2025
Insight Advisors, LLC Shares Held: 39.4K ($1.23M)

Top Sells

Q1 2025
Sound Income Strategies, LLC Shares Held: 9 ($281)
Q1 2025
Davies Financial Advisors, Inc. Shares Held: 19K ($593K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 24.1K ($751K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 20.3K ($633K)
Q1 2025
Omega Financial Group, LLC Shares Held: 19.3K ($602K)

About IBND

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