Institutional shares held 17.1 Million
0 calls
0 puts
Total value of holdings $352M
$0 calls
$0 puts
# of Institutions 120


Latest Institutional Activity in IBTL

Top Purchases

Q4 2025
Legacy Private Trust Co. Shares Held: 374K ($7.69M)
Q4 2025
Whalen Wealth Management Inc. Shares Held: 197K ($4.05M)
Q4 2025
Confluence Investment Management LLC Shares Held: 470K ($9.65M)
Q4 2025
Capital Investment Advisors, LLC Shares Held: 12.2K ($250K)
Q4 2025
Bip Wealth, LLC Shares Held: 12K ($247K)

Top Sells

Q4 2025
Park Avenue Securities LLC Shares Held: 295K ($6.06M)
Q4 2025
Rebalance, LLC Shares Held: 11K ($227K)
Q3 2025
Star Financial Bank Shares Held: 21.5K ($443K)
Q3 2025
Bank Of America Corp Shares Held: 806K ($16.6M)
Q3 2025
Ifp Advisors, Inc Shares Held: 25.1K ($516K)

About IBTL

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