Institutional shares held 58.4 Million
0 calls
0 puts
Total value of holdings $1.32B
$0 calls
$0 puts
# of Institutions 275


Latest Institutional Activity in IBTH

Top Purchases

Q3 2025
Global Retirement Partners, LLC Shares Held: 255K ($5.74M)
Q3 2025
One Ascent Financial Services LLC Shares Held: 704K ($15.9M)
Q3 2025
Asset Advisors Investment Management, LLC Shares Held: 654K ($14.7M)
Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 618K ($13.9M)
Q3 2025
Strategic Blueprint, LLC Shares Held: 299K ($6.73M)

Top Sells

Q3 2025
Globalt Investments LLC / Ga Shares Held: 2.83M ($63.8M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 577K ($13M)
Q3 2025
Confluence Investment Management LLC Shares Held: 456K ($10.3M)
Q3 2025
Gradient Investments LLC Shares Held: 44.9K ($1.01M)
Q3 2025
Austin Private Wealth, LLC Shares Held: 50.9K ($1.15M)

About IBTH

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