Institutional shares held 4.14 Million
0 calls
0 puts
Total value of holdings $142M
$0 calls
$0 puts
# of Institutions 58


Latest Institutional Activity in ISMD

Top Purchases

Q4 2023
Inspire Advisors, LLC Shares Held: 1.4M ($48M)
Q4 2023
Bare Financial Services, Inc Shares Held: 61.8K ($2.12M)
Q4 2023
Inspire Investing, LLC Shares Held: 292K ($10M)
Q4 2023
Trust Point Inc. Shares Held: 32.3K ($1.11M)
Q4 2023
Gts Securities LLC Shares Held: 41.2K ($1.41M)

Top Sells

Q4 2023
Advisor Group Holdings, Inc. Shares Held: 162K ($5.57M)
Q4 2023
Kestra Advisory Services, LLC Shares Held: 34.7K ($1.19M)
Q4 2023
Merit Financial Group, LLC Shares Held: 7.09K ($243K)
Q4 2023
Revisor Wealth Management LLC Shares Held: 13.1K ($450K)
Q4 2023
Belpointe Asset Management LLC Shares Held: 25.4K ($871K)

About ISMD

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