Institutional shares held 78.2 Million
0 calls
0 puts
Total value of holdings $1.79B
$0 calls
$0 puts
# of Institutions 311


Latest Institutional Activity in IBTG

Top Purchases

Q3 2025
Bailard, Inc. Shares Held: 3.1M ($70.9M)
Q3 2025
Stratos Wealth Advisors, LLC Shares Held: 1.48M ($34M)
Q3 2025
Heartwood Wealth Advisors LLC Shares Held: 693K ($15.9M)
Q3 2025
United Capital Financial Advisers, LLC Shares Held: 1.33M ($30.5M)
Q3 2025
Mercer Global Advisors Inc Shares Held: 1.26M ($28.8M)

Top Sells

Q3 2025
Wells Fargo & Company Shares Held: 2.4M ($54.9M)
Q3 2025
Stonebridge Financial Group, LLC Shares Held: 66.4K ($1.52M)
Q3 2025
Kovitz Investment Group Partners, LLC Shares Held: 4.99M ($114M)
Q3 2025
Flavin Financial Services, Inc. Shares Held: 13.4K ($307K)
Q3 2025
Raymond James Financial Inc Shares Held: 1.62M ($37.1M)

About IBTG

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