Institutional shares held 59.1 Million
0 calls
0 puts
Total value of holdings $2.84B
$0 calls
$0 puts
# of Institutions 396


Latest Institutional Activity in ISTB

Top Purchases

Q4 2024
Trust Point Inc. Shares Held: 3.4M ($163M)
Q4 2024
Spinnaker Trust Shares Held: 1.5M ($72.3M)
Q4 2024
Fiduciary Advisors, Inc. Shares Held: 166K ($7.96M)
Q4 2024
Life Planning Partners, Inc Shares Held: 115K ($5.52M)
Q4 2024
Wealth Management Resources, Inc. Shares Held: 296K ($14.2M)

Top Sells

Q4 2024
Values First Advisors, Inc. Shares Held: 129K ($6.21M)
Q4 2024
Lji Wealth Management, LLC Shares Held: 46.1K ($2.21M)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 490K ($23.5M)
Q4 2024
Bluestem Financial Advisors, LLC Shares Held: 112K ($5.37M)
Q4 2024
Arkansas Financial Group, Inc. Shares Held: 151K ($7.26M)

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