Institutional shares held 3.75 Million
0 calls
0 puts
Total value of holdings $140M
$0 calls
$0 puts
# of Institutions 80


Latest Institutional Activity in ISMD

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 124K ($4.64M)
Q4 2025
Worth Pointe, LLC Shares Held: 55K ($2.05M)
Q4 2025
Q3 Asset Management Shares Held: 8.69K ($324K)
Q4 2025
Family Wealth Partners, LLC Shares Held: 13.8K ($515K)
Q4 2025
Nations Financial Group Inc, Shares Held: 22.4K ($834K)

Top Sells

Q4 2025
Cwm, LLC Shares Held: 19.5K ($726K)
Q4 2025
Trust Point Inc. Shares Held: 14.6K ($544K)
Q3 2025
One Ascent Financial Services LLC Shares Held: 84.4K ($3.15M)
Q3 2025
Christian Investment Advisors, Inc. Shares Held: 229K ($8.53M)
Q3 2025
Lvz, Inc. Shares Held: 30K ($1.12M)

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