Institutional shares held 16.4 Million
0 calls
0 puts
Total value of holdings $324M
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in IBTK

Top Purchases

Q2 2025
Shelton Wealth Management, LLC Shares Held: 386K ($7.61M)
Q2 2025
Parallel Advisors, LLC Shares Held: 139K ($2.75M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 185K ($3.65M)
Q2 2025
Ff Advisors,Llc Shares Held: 81.1K ($1.6M)
Q2 2025
Legacy Private Trust Co. Shares Held: 514K ($10.1M)

Top Sells

Q2 2025
Atwood & Palmer Inc Shares Held: 99.1K ($1.95M)
Q2 2025
Confluence Investment Management LLC Shares Held: 394K ($7.76M)
Q2 2025
Nbc Securities, Inc. Shares Held: 41.6K ($821K)
Q2 2025
Lowe Wealth Advisors, LLC Shares Held: 4.94K ($97.4K)
Q2 2025
Trust CO Shares Held: 409K ($8.07M)

About IBTK

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