Institutional shares held 28.5 Million
0 calls
0 puts
Total value of holdings $625M
$0 calls
$0 puts
# of Institutions 185


Latest Institutional Activity in IBTJ

Top Purchases

Q3 2025
Mercer Global Advisors Inc Shares Held: 1.05M ($23M)
Q3 2025
New Edge Advisors, LLC Shares Held: 386K ($8.47M)
Q3 2025
United Capital Financial Advisers, LLC Shares Held: 805K ($17.7M)
Q3 2025
Asset Advisors Investment Management, LLC Shares Held: 256K ($5.61M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 245K ($5.37M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 830K ($18.2M)
Q3 2025
Star Financial Bank Shares Held: 29.3K ($643K)
Q3 2025
Ifp Advisors, Inc Shares Held: 63.9K ($1.4M)
Q3 2025
Raymond James Financial Inc Shares Held: 971K ($21.3M)
Q3 2025
Bank Of America Corp Shares Held: 681K ($14.9M)

About IBTJ

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