Institutional shares held 55.6 Million
0 calls
0 puts
Total value of holdings $1.27B
$0 calls
$0 puts
# of Institutions 257


Latest Institutional Activity in IBTG

Top Purchases

Q4 2024
Essential Planning, Llc. Shares Held: 3.43M ($78.3M)
Q4 2024
Raymond James Financial Inc Shares Held: 1.11M ($25.4M)
Q4 2024
Apollon Wealth Management, LLC Shares Held: 982K ($22.4M)
Q4 2024
Summitry LLC Shares Held: 845K ($19.3M)
Q4 2024
Bank Of America Corp Shares Held: 2.7M ($61.8M)

Top Sells

Q4 2024
Bailard, Inc. Shares Held: 789K ($18M)
Q4 2024
Northwestern Mutual Wealth Management CO Shares Held: 732K ($16.7M)
Q4 2024
Asset Dedication, LLC Shares Held: 16.1K ($369K)
Q4 2024
Farther Finance Advisors, LLC Shares Held: 11K ($251K)
Q4 2024
Leo Wealth, LLC Shares Held: 35.9K ($821K)

About IBTG

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