Institutional shares held 62 Million
5.2K calls
0 puts
Total value of holdings $3.02B
$252K calls
$0 puts
# of Institutions 420


Latest Institutional Activity in ISTB

Top Purchases

Q3 2025
Bartlett & Co. Wealth Management LLC Shares Held: 422K ($20.6M)
Q3 2025
Apella Capital, LLC Shares Held: 708K ($34.5M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 1.18M ($57.4M)
Q3 2025
Iron Financial, LLC Shares Held: 346K ($16.9M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 860K ($41.9M)

Top Sells

Q3 2025
Argent Advisors, Inc. Shares Held: 66.6K ($3.25M)
Q3 2025
Lineweaver Wealth Advisors, LLC Shares Held: 47.7K ($2.33M)
Q3 2025
Independence Financial Advisors, LLC Shares Held: 152K ($7.4M)
Q3 2025
Onyx Bridge Wealth Group LLC Shares Held: 14.6K ($711K)
Q3 2025
Dentgroup LLC Shares Held: 56.5K ($2.75M)

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