Institutional shares held 18.5 Million
0 calls
0 puts
Total value of holdings $494M
$0 calls
$0 puts
# of Institutions 181


Latest Institutional Activity in IBMN

Top Purchases

Q1 2025
Atwater Malick LLC Shares Held: 101K ($2.71M)
Q1 2025
Lbmc Investment Advisors, LLC Shares Held: 275K ($7.34M)
Q1 2025
Legacy Private Trust Co. Shares Held: 11.7K ($313K)
Q1 2025
Lantz Financial LLC Shares Held: 37.1K ($992K)
Q1 2025
First Affirmative Financial Network Shares Held: 15.2K ($407K)

Top Sells

Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 17.7K ($472K)
Q1 2025
Quantum Financial Advisors, LLC Shares Held: 93.7K ($2.5M)
Q1 2025
Global Financial Private Client, LLC Shares Held: 5.27K ($141K)
Q1 2025
Parallel Advisors, LLC Shares Held: 15K ($402K)
Q4 2024
Mercer Global Advisors Inc Shares Held: 824K ($22M)

About IBMN

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