Institutional shares held 75.7 Million
0 calls
0 puts
Total value of holdings $1.74B
$0 calls
$0 puts
# of Institutions 307


Latest Institutional Activity in IBTG

Top Purchases

Q3 2025
Bailard, Inc. Shares Held: 3.1M ($71M)
Q3 2025
Heartwood Wealth Advisors LLC Shares Held: 693K ($15.9M)
Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.02M ($23.4M)
Q3 2025
Thrivent Financial For Lutherans Shares Held: 249K ($5.71M)
Q3 2025
One Ascent Financial Services LLC Shares Held: 709K ($16.3M)

Top Sells

Q3 2025
Stonebridge Financial Group, LLC Shares Held: 66.4K ($1.52M)
Q3 2025
Belpointe Asset Management LLC Shares Held: 47.3K ($1.08M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 472K ($10.8M)
Q3 2025
Gradient Investments LLC Shares Held: 181K ($4.14M)
Q3 2025
Stephens Consulting, LLC Shares Held: 391K ($8.97M)

About IBTG

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