Institutional shares held 35.6 Million
0 calls
0 puts
Total value of holdings $799M
$0 calls
$0 puts
# of Institutions 189


Latest Institutional Activity in IBTI

Top Purchases

Q1 2025
Financial Advisory Corp Shares Held: 742K ($16.6M)
Q1 2025
Wells Fargo & Company Shares Held: 2.42M ($54.3M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 692K ($15.5M)
Q1 2025
United Capital Financial Advisers, LLC Shares Held: 283K ($6.35M)
Q1 2025
Asset Advisors Investment Management, LLC Shares Held: 280K ($6.29M)

Top Sells

Q1 2025
Stifel Financial Corp Shares Held: 142K ($3.2M)
Q1 2025
Essential Planning, Llc. Shares Held: 12.3K ($277K)
Q1 2025
Confluence Investment Management LLC Shares Held: 439K ($9.84M)
Q1 2025
Raymond James Financial Inc Shares Held: 1.21M ($27.1M)
Q1 2025
High Tower Advisors, LLC Shares Held: 13.1K ($295K)

About IBTI

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