Institutional shares held 27.8 Million
0 calls
0 puts
Total value of holdings $644M
$0 calls
$0 puts
# of Institutions 166


Latest Institutional Activity in IBHF

Top Purchases

Q3 2025
Lpl Financial LLC Shares Held: 1.45M ($33.7M)
Q3 2025
Goldman Sachs Group Inc Shares Held: 292K ($6.76M)
Q3 2025
Cetera Investment Advisers Shares Held: 361K ($8.37M)
Q3 2025
Strategic Blueprint, LLC Shares Held: 304K ($7.05M)
Q3 2025
Stratos Wealth Partners, Ltd. Shares Held: 368K ($8.52M)

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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