Institutional shares held 64.6 Million
0 calls
0 puts
Total value of holdings $1.45B
$0 calls
$0 puts
# of Institutions 296


Latest Institutional Activity in IBTH

Top Purchases

Q4 2025
Brookstone Capital Management Shares Held: 1.7M ($38.2M)
Q4 2025
Stratos Wealth Advisors, LLC Shares Held: 803K ($18M)
Q4 2025
Carnegie Capital Asset Management, LLC Shares Held: 609K ($13.7M)
Q4 2025
Fulton Bank, N.A. Shares Held: 365K ($8.2M)
Q4 2025
Bip Wealth, LLC Shares Held: 314K ($7.05M)

Top Sells

Q4 2025
Legacy Private Trust Co. Shares Held: 235K ($5.27M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 278K ($6.24M)
Q4 2025
Confluence Investment Management LLC Shares Held: 431K ($9.69M)
Q4 2025
Chatham Capital Group, Inc. Shares Held: 462K ($10.4M)
Q4 2025
Lantz Financial LLC Shares Held: 117K ($2.62M)

About IBTH

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