Institutional shares held 9.54 Million
0 calls
0 puts
Total value of holdings $225M
$0 calls
$0 puts
# of Institutions 82


Latest Institutional Activity in IBHH

Top Purchases

Q4 2025
Mid American Wealth Advisory Group, Inc. Shares Held: 157K ($3.71M)
Q4 2025
Rialto Wealth Management, LLC Shares Held: 51.3K ($1.21M)
Q4 2025
Rebalance, LLC Shares Held: 46.7K ($1.1M)
Q4 2025
Ironwood Financial, LLC Shares Held: 346K ($8.18M)
Q4 2025
Threadgill Financial, LLC Shares Held: 14.8K ($351K)

Top Sells

Q4 2025
Cyr Financial Inc. Shares Held: 11.5K ($273K)
Q3 2025
Wrapmanager Inc Shares Held: 42.3K ($1M)
Q3 2025
Sightline Wealth Advisors, LLC Shares Held: 50.3K ($1.19M)
Q3 2025
Old Mission Capital LLC Shares Held: 8.78K ($207K)
Q3 2025
Beacon Pointe Advisors, LLC Shares Held: 18.1K ($428K)

About IBHH

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