Institutional shares held 47.4 Million
0 calls
0 puts
Total value of holdings $1.07B
$0 calls
$0 puts
# of Institutions 239


Latest Institutional Activity in IBTH

Top Purchases

Q1 2025
Financial Advisory Corp Shares Held: 777K ($17.5M)
Q1 2025
Hm Payson & CO Shares Held: 5.46M ($123M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.18M ($26.5M)
Q1 2025
Asset Advisors Investment Management, LLC Shares Held: 324K ($7.31M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 373K ($8.42M)

Top Sells

Q1 2025
Confluence Investment Management LLC Shares Held: 470K ($10.6M)
Q1 2025
Hara Capital LLC Shares Held: 7.88K ($178K)
Q1 2025
Truist Financial Corp Shares Held: 186K ($4.2M)
Q1 2025
Gradient Investments LLC Shares Held: 52.4K ($1.18M)
Q1 2025
Reliant Wealth Planning Shares Held: 53.3K ($1.2M)

About IBTH

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