Institutional shares held 3.85 Million
0 calls
0 puts
Total value of holdings $147M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in ISMD

Top Purchases

Q3 2025
Golden State Equity Partners Shares Held: 6.49K ($248K)
Q3 2025
Cwm, LLC Shares Held: 61.1K ($2.34M)
Q3 2025
Trust Point Inc. Shares Held: 16.5K ($630K)
Q3 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 7.65K ($292K)
Q3 2025
Financial Advisory Corp Shares Held: 20.5K ($784K)

Top Sells

Q3 2025
Inspire Investing, LLC Shares Held: 222K ($8.47M)
Q3 2025
Revisor Wealth Management LLC Shares Held: 14.5K ($554K)
Q3 2025
Optivise Advisory Services LLC Shares Held: 6.96K ($266K)
Q3 2025
Ronald Blue Trust, Inc. Shares Held: 812 ($31K)
Q3 2025
Silver Oak Securities, Inc Shares Held: 10.4K ($399K)

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