Institutional shares held 53.8 Million
0 calls
0 puts
Total value of holdings $1.21B
$0 calls
$0 puts
# of Institutions 253


Latest Institutional Activity in IBTH

Top Purchases

Q1 2025
Summitry LLC Shares Held: 1.41M ($31.6M)
Q1 2025
True Private Wealth Advisors Shares Held: 1.4M ($31.3M)
Q1 2025
Financial Advisory Corp Shares Held: 777K ($17.4M)
Q1 2025
Kovitz Investment Group Partners, LLC Shares Held: 645K ($14.5M)
Q1 2025
Hm Payson & CO Shares Held: 5.46M ($123M)

Top Sells

Q1 2025
Confluence Investment Management LLC Shares Held: 470K ($10.6M)
Q1 2025
Essential Planning, Llc. Shares Held: 31.7K ($710K)
Q1 2025
New Edge Advisors, LLC Shares Held: 1.3M ($29.1M)
Q1 2025
Independent Advisor Alliance Shares Held: 10.8K ($243K)
Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 626K ($14M)

About IBTH

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