Institutional shares held 58.7 Million
500 calls
2K puts
Total value of holdings $2.8B
$23K calls
$95K puts
# of Institutions 392


Latest Institutional Activity in ISTB

Top Purchases

Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 590K ($28.2M)
Q2 2024
Prosperity Planning, Inc. Shares Held: 736K ($35.1M)
Q2 2024
Garrett Investment Advisors LLC Shares Held: 126K ($6.02M)
Q2 2024
Dentgroup LLC Shares Held: 25.9K ($1.23M)
Q2 2024
Wealth Management Resources, Inc. Shares Held: 203K ($9.69M)

Top Sells

Q2 2024
Williams & Novak, LLC Shares Held: 20.4K ($974K)
Q2 2024
Financial Synergies Wealth Advisors, Inc. Shares Held: 6.08K ($290K)
Q2 2024
Carl P. Sherr & Co., LLC Shares Held: 16K ($763K)
Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 54.2K ($2.59M)
Q2 2024
Raymond James & Associates Shares Held: 1.17M ($55.8M)

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