Institutional shares held 39.8 Million
0 calls
0 puts
Total value of holdings $893M
$0 calls
$0 puts
# of Institutions 202


Latest Institutional Activity in IBTI

Top Purchases

Q3 2025
Asset Advisors Investment Management, LLC Shares Held: 1.05M ($23.6M)
Q3 2025
Strategic Blueprint, LLC Shares Held: 236K ($5.3M)
Q3 2025
Global Retirement Partners, LLC Shares Held: 160K ($3.6M)
Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 279K ($6.26M)
Q3 2025
Chatham Capital Group, Inc. Shares Held: 59.7K ($1.34M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 567K ($12.7M)
Q3 2025
Valmark Advisers, Inc. Shares Held: 71.9K ($1.61M)
Q3 2025
Austin Private Wealth, LLC Shares Held: 34.9K ($782K)
Q3 2025
Atwood & Palmer Inc Shares Held: 903K ($20.3M)
Q3 2025
Duncker Streett & CO Inc Shares Held: 25.3K ($567K)

About IBTI

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