Institutional shares held 61.5 Million
0 calls
100 puts
Total value of holdings $2.99B
$0 calls
$4K puts
# of Institutions 417


Latest Institutional Activity in ISTB

Top Purchases

Q2 2025
Apella Capital, LLC Shares Held: 391K ($19M)
Q2 2025
Maryland Capital Advisors Inc. Shares Held: 153K ($7.41M)
Q2 2025
Lineweaver Wealth Advisors, LLC Shares Held: 249K ($12.1M)
Q2 2025
Park Place Capital Corp Shares Held: 40K ($1.94M)
Q2 2025
Prosperity Planning, Inc. Shares Held: 856K ($41.5M)

Top Sells

Q2 2025
Trust Point Inc. Shares Held: 1.69M ($82M)
Q2 2025
Garrett Investment Advisors LLC Shares Held: 166K ($8.04M)
Q2 2025
Eaton Financial Holdings Company, LLC Shares Held: 15.9K ($770K)
Q2 2025
Capital Insight Partners, LLC Shares Held: 298K ($14.5M)
Q2 2025
Goldstone Financial Group, LLC Shares Held: 43.5K ($2.11M)

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