Institutional shares held 19.9 Million
0 calls
0 puts
Total value of holdings $398M
$0 calls
$0 puts
# of Institutions 142


Latest Institutional Activity in IBTK

Top Purchases

Q3 2025
D.A. Davidson & Co. Shares Held: 842K ($16.8M)
Q3 2025
Trust CO Shares Held: 479K ($9.58M)
Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 134K ($2.67M)
Q3 2025
Shelton Wealth Management, LLC Shares Held: 413K ($8.26M)
Q3 2025
Chatham Capital Group, Inc. Shares Held: 121K ($2.43M)

Top Sells

Q3 2025
Waycross Investment Management CO Shares Held: 502K ($10M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 120K ($2.4M)
Q3 2025
Confluence Investment Management LLC Shares Held: 385K ($7.69M)
Q3 2025
Atwood & Palmer Inc Shares Held: 91K ($1.82M)
Q3 2025
Country Club Bank Shares Held: 96.4K ($1.93M)

About IBTK

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