Institutional shares held 10 Million
0 calls
0 puts
Total value of holdings $233M
$0 calls
$0 puts
# of Institutions 120


Latest Institutional Activity in IBHD

Top Purchases

Q3 2024
Tempus Wealth Planning, LLC Shares Held: 126K ($2.93M)
Q3 2024
Aprio Wealth Management, LLC Shares Held: 120K ($2.78M)
Q3 2024
Mid American Wealth Advisory Group, Inc. Shares Held: 1.29M ($29.8M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 469K ($10.9M)
Q3 2024
Coastal Investment Advisors, Inc. Shares Held: 8.66K ($201K)

Top Sells

Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 107K ($2.49M)
Q3 2024
Asset Dedication, LLC Shares Held: 327K ($7.57M)
Q3 2024
Raymond James & Associates Shares Held: 62.9K ($1.46M)
Q3 2024
Carr Financial Group Corp Shares Held: 145K ($3.35M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 36.5K ($845K)

About IBHD

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