Institutional shares held 23.7 Million
0 calls
0 puts
Total value of holdings $548M
$0 calls
$0 puts
# of Institutions 145


Latest Institutional Activity in IBHF

Top Purchases

Q2 2025
Sterling Financial Group, Inc. Shares Held: 1.21M ($28.1M)
Q2 2025
Summit Investment Advisory Services, LLC Shares Held: 297K ($6.89M)
Q2 2025
Littlejohn Financial Services, Inc. Shares Held: 517K ($12M)
Q2 2025
Mid American Wealth Advisory Group, Inc. Shares Held: 598K ($13.9M)
Q2 2025
High Note Wealth, LLC Shares Held: 150K ($3.48M)

Top Sells

Q2 2025
Gamma Investing LLC Shares Held: 49.4K ($1.14M)
Q2 2025
Commonwealth Financial Services, LLC Shares Held: 100K ($2.32M)
Q2 2025
Ifp Advisors, Inc Shares Held: 54.9K ($1.27M)
Q2 2025
Baron Silver Stevens Financial Advisors, LLC Shares Held: 10.9K ($254K)
Q2 2025
Pensionmark Financial Group, LLC Shares Held: 138K ($3.21M)

About IBHF

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