Institutional shares held 65.8 Million
0 calls
0 puts
Total value of holdings $1.51B
$0 calls
$0 puts
# of Institutions 282


Latest Institutional Activity in IBTG

Top Purchases

Q2 2025
Capital Investment Advisors, LLC Shares Held: 2.34M ($53.5M)
Q2 2025
Mc Guire Investment Group, LLC Shares Held: 318K ($7.28M)
Q2 2025
Belpointe Asset Management LLC Shares Held: 144K ($3.3M)
Q2 2025
Rebalance, LLC Shares Held: 168K ($3.85M)
Q2 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 747K ($17.1M)

Top Sells

Q2 2025
Conrad Siegel Investment Advisors, Inc. Shares Held: 21.2K ($484K)
Q2 2025
Old Port Advisors Shares Held: 97.7K ($2.24M)
Q2 2025
Kerntke Otto Mc Glone Wealth Management Group Shares Held: 243K ($5.55M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 1.15K ($26.3K)
Q2 2025
Trust CO Shares Held: 66.7K ($1.53M)

About IBTG

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