Institutional shares held 91.3 Million
0 calls
0 puts
Total value of holdings $2.19B
$0 calls
$0 puts
# of Institutions 298


Latest Institutional Activity in IBTE

Top Purchases

Q2 2024
Captrust Financial Advisors Shares Held: 23.9M ($573M)
Q2 2024
Stratos Wealth Advisors, LLC Shares Held: 749K ($18M)
Q2 2024
Vista Private Wealth Partners. LLC Shares Held: 638K ($15.3M)
Q2 2024
Mesirow Financial Investment Management, Inc. Shares Held: 578K ($13.9M)
Q2 2024
Asset Dedication, LLC Shares Held: 508K ($12.2M)

Top Sells

Q2 2024
Granite Bay Wealth Management, LLC Shares Held: 25.3K ($607K)
Q2 2024
Royal Bank Of Canada Shares Held: 363K ($8.71M)
Q2 2024
Ambassador Advisors, LLC Shares Held: 345K ($8.28M)
Q2 2024
Northwestern Mutual Wealth Management CO Shares Held: 487K ($11.7M)
Q2 2024
Belpointe Asset Management LLC Shares Held: 36.3K ($871K)

About IBTE

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