Institutional shares held 476,959
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
# of Institutions 9


Latest Institutional Activity in IBTD

Top Purchases

Q3 2023
Arlington Trust CO LLC Shares Held: 2.74M ($0)
Q3 2023
Captrust Financial Advisors Shares Held: 18.4M ($0)
Q3 2023
Hills Bank & Trust CO Shares Held: 1.05M ($0)
Q3 2023
Goldman Sachs Group Inc Shares Held: 657K ($0)
Q3 2023
New Edge Advisors, LLC Shares Held: 1.78M ($0)

Top Sells

Q1 2024
Farther Finance Advisors, LLC Shares Held: 0 ($0)
Q4 2023
Granite Bay Wealth Management, LLC Shares Held: 2.67M ($0)
Q4 2023
Ronald Blue Trust, Inc. Shares Held: 196K ($0)
Q4 2023
United Community Bank Shares Held: 0 ($0)
Q4 2023
Summit Wealth Partners, LLC Shares Held: 0 ($0)

About IBTD

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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