Institutional shares held 37 Million
0 calls
0 puts
Total value of holdings $824M
$0 calls
$0 puts
# of Institutions 193


Latest Institutional Activity in IBTI

Top Purchases

Q2 2025
Financial Advisory Corp Shares Held: 767K ($17.1M)
Q2 2025
Apella Capital, LLC Shares Held: 90.4K ($2.01M)
Q2 2025
Shelton Wealth Management, LLC Shares Held: 340K ($7.56M)
Q2 2025
Parallel Advisors, LLC Shares Held: 123K ($2.73M)
Q2 2025
Legacy Private Trust Co. Shares Held: 489K ($10.9M)

Top Sells

Q2 2025
Atwood & Palmer Inc Shares Held: 908K ($20.2M)
Q2 2025
Trust CO Shares Held: 473K ($10.5M)
Q2 2025
Krilogy Financial LLC Shares Held: 127K ($2.83M)
Q2 2025
Confluence Investment Management LLC Shares Held: 436K ($9.71M)
Q2 2025
Lowe Wealth Advisors, LLC Shares Held: 4.22K ($93.9K)

About IBTI

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