Institutional shares held 41.7 Million
0 calls
0 puts
Total value of holdings $931M
$0 calls
$0 puts
# of Institutions 217


Latest Institutional Activity in IBTI

Top Purchases

Q4 2025
Mkt Advisors LLC Shares Held: 784K ($17.5M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 132K ($2.95M)
Q4 2025
Horizons Wealth Management Shares Held: 50.7K ($1.13M)
Q4 2025
Legacy Private Trust Co. Shares Held: 548K ($12.3M)
Q4 2025
Gradient Investments LLC Shares Held: 39.8K ($889K)

Top Sells

Q4 2025
Park Avenue Securities LLC Shares Held: 107K ($2.39M)
Q4 2025
Cambridge Financial Group, LLC Shares Held: 11.5K ($257K)
Q3 2025
New Edge Advisors, LLC Shares Held: 323K ($7.23M)
Q3 2025
Goldman Sachs Group Inc Shares Held: 124K ($2.78M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 875K ($19.6M)

About IBTI

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