Institutional shares held 78.7 Million
0 calls
0 puts
Total value of holdings $1.8B
$0 calls
$0 puts
# of Institutions 313


Latest Institutional Activity in IBTG

Top Purchases

Q4 2025
Sound View Wealth Advisors Group, LLC Shares Held: 494K ($11.3M)
Q4 2025
Mkt Advisors LLC Shares Held: 755K ($17.3M)
Q4 2025
Capital Investment Advisors, LLC Shares Held: 2.49M ($57M)
Q4 2025
Heartwood Wealth Advisors LLC Shares Held: 708K ($16.2M)
Q4 2025
Prosperity Planning, Inc. Shares Held: 12.2K ($279K)

Top Sells

Q4 2025
Gradient Investments LLC Shares Held: 171K ($3.92M)
Q4 2025
Old Port Advisors Shares Held: 82.2K ($1.88M)
Q4 2025
Lantz Financial LLC Shares Held: 118K ($2.69M)
Q4 2025
Legacy Private Trust Co. Shares Held: 9.76K ($223K)
Q3 2025
Wells Fargo & Company Shares Held: 2.4M ($54.9M)

About IBTG

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