Institutional shares held 10.1 Million
0 calls
0 puts
Total value of holdings $225M
$0 calls
$0 puts
# of Institutions 102


Latest Institutional Activity in IBHG

Top Purchases

Q4 2025
Mid American Wealth Advisory Group, Inc. Shares Held: 209K ($4.66M)
Q4 2025
Evexia Wealth LLC Shares Held: 100K ($2.23M)
Q4 2025
Carr Financial Group Corp Shares Held: 87K ($1.94M)
Q4 2025
Rialto Wealth Management, LLC Shares Held: 55K ($1.23M)
Q4 2025
Timber Creek Capital Management LLC Shares Held: 30.9K ($689K)

Top Sells

Q4 2025
Windsor Capital Management, LLC Shares Held: 10.9K ($243K)
Q4 2025
Bridge Port Financial Solutions, LLC Shares Held: 56.3K ($1.26M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 741K ($16.5M)
Q3 2025
Landing Point Financial Group, LLC Shares Held: 23.4K ($522K)
Q3 2025
Morgan Stanley Shares Held: 221K ($4.94M)

About IBHG

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