Institutional shares held 57.8 Million
0 calls
0 puts
Total value of holdings $1.32B
$0 calls
$0 puts
# of Institutions 264


Latest Institutional Activity in IBTG

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 368K ($8.43M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 670K ($15.3M)
Q1 2025
Littlejohn Financial Services, Inc. Shares Held: 119K ($2.74M)
Q1 2025
Rebalance, LLC Shares Held: 69.7K ($1.6M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 261K ($5.97M)

Top Sells

Q1 2025
Trust CO Shares Held: 74.6K ($1.71M)
Q1 2025
Gradient Investments LLC Shares Held: 193K ($4.43M)
Q1 2025
Central Trust CO Shares Held: 275K ($6.31M)
Q1 2025
Park Avenue Securities LLC Shares Held: 93.6K ($2.14M)
Q1 2025
Mascoma Wealth Management LLC Shares Held: 9.99K ($229K)

About IBTG

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