Institutional shares held 26.1 Million
0 calls
0 puts
Total value of holdings $569M
$0 calls
$0 puts
# of Institutions 168


Latest Institutional Activity in IBTJ

Top Purchases

Q2 2025
True Private Wealth Advisors Shares Held: 1.94M ($42.4M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 971K ($21.2M)
Q2 2025
Foronjy Financial LLC Shares Held: 242K ($5.28M)
Q2 2025
United Capital Financial Advisers, LLC Shares Held: 486K ($10.6M)
Q2 2025
Hengehold Capital Management LLC Shares Held: 922K ($20.1M)

Top Sells

Q2 2025
Atwood & Palmer Inc Shares Held: 903K ($19.7M)
Q2 2025
New Edge Advisors, LLC Shares Held: 47.5K ($1.04M)
Q2 2025
Bank Of America Corp Shares Held: 724K ($15.8M)
Q2 2025
Transcend Capital Advisors, LLC Shares Held: 15.9K ($348K)
Q2 2025
Atlantic Private Wealth, LLC Shares Held: 44.3K ($967K)

About IBTJ

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