Institutional shares held 64.9 Million
0 calls
0 puts
Total value of holdings $1.48B
$0 calls
$0 puts
# of Institutions 279


Latest Institutional Activity in IBTG

Top Purchases

Q1 2025
Kovitz Investment Group Partners, LLC Shares Held: 4.58M ($105M)
Q1 2025
Wolfstich Capital, LLC Shares Held: 2.96M ($67.7M)
Q1 2025
Hm Payson & CO Shares Held: 4.71M ($108M)
Q1 2025
Wells Fargo & Company Shares Held: 2.76M ($63.2M)
Q1 2025
Summitry LLC Shares Held: 1.4M ($32M)

Top Sells

Q1 2025
Essential Planning, Llc. Shares Held: 72.4K ($1.66M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 162 ($3.71K)
Q1 2025
Trust CO Shares Held: 74.6K ($1.71M)
Q1 2025
Snowden Capital Advisors LLC Shares Held: 26.7K ($611K)
Q1 2025
New Edge Advisors, LLC Shares Held: 1.85M ($42.4M)

About IBTG

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