Institutional shares held 94.2 Million
0 calls
0 puts
Total value of holdings $2.26B
$0 calls
$0 puts
# of Institutions 298


Latest Institutional Activity in IBTE

Top Purchases

Q2 2024
Granite Bay Wealth Management, LLC Shares Held: 1.97M ($47.1M)
Q2 2024
Stratos Wealth Advisors, LLC Shares Held: 749K ($17.9M)
Q2 2024
Fullcircle Wealth LLC Shares Held: 159K ($3.8M)
Q2 2024
Psi Advisors, LLC Shares Held: 282K ($6.76M)
Q2 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.28M ($30.6M)

Top Sells

Q2 2024
Lunt Capital Management, Inc. Shares Held: 156K ($3.74M)
Q2 2024
Country Club Bank Shares Held: 76.2K ($1.83M)
Q2 2024
Carnegie Capital Asset Management, LLC Shares Held: 250K ($5.98M)
Q2 2024
Simplicity Wealth,Llc Shares Held: 22.3K ($535K)
Q2 2024
One Ascent Financial Services LLC Shares Held: 188K ($4.51M)

About IBTE

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