Institutional shares held 27.8 Million
0 calls
0 puts
Total value of holdings $645M
$0 calls
$0 puts
# of Institutions 167


Latest Institutional Activity in IBHF

Top Purchases

Q4 2025
Private Client Services, LLC Shares Held: 269K ($6.23M)
Q4 2025
Occidental Asset Management, LLC Shares Held: 18.4K ($427K)
Q4 2025
Michael S. Ryan, Inc. Shares Held: 217K ($5.03M)
Q4 2025
Helen Stephens Group, LLC Shares Held: 19.8K ($458K)
Q4 2025
Gamma Investing LLC Shares Held: 6.85K ($159K)

Top Sells

Q3 2025
Old Mission Capital LLC Shares Held: 31.3K ($727K)
Q3 2025
High Tower Advisors, LLC Shares Held: 18.7K ($433K)
Q3 2025
Morgan Stanley Shares Held: 1.33M ($30.9M)
Q3 2025
Sterling Financial Group, Inc. Shares Held: 1.08M ($25.1M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 164K ($3.8M)

About IBHF

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