Institutional shares held 3.63 Million
0 calls
0 puts
Total value of holdings $136M
$0 calls
$0 puts
# of Institutions 62

Latest Institutional Activity in ISMD

Top Purchases

Q2 2024
One Ascent Financial Services LLC Shares Held: 242K ($9.07M)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 10K ($377K)
Q2 2024
Cwm, LLC Shares Held: 106K ($3.99M)
Q2 2024
Householder Group Estate & Retirement Specialist, LLC Shares Held: 480 ($18K)
Q2 2024
Private Trust CO Na Shares Held: 425 ($16K)

Top Sells

Q1 2024
Creative Financial Designs Inc Shares Held: 21.4K ($803K)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 61.4K ($2.31M)
Q1 2024
Inspire Advisors, LLC Shares Held: 1.33M ($49.8M)
Q1 2024
Ever Source Wealth Advisors, LLC Shares Held: 37.6K ($1.41M)
Q1 2024
Lvz, Inc. Shares Held: 83.3K ($3.13M)

About ISMD

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