Latest Institutional Transactions on Investar Holding Corp (ISTR)
This table provides information on the latest institutional transactions involving Investar Holding Corp (ISTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.5K- 0.28% |
$25.3K - $31.8K
|
524K
$11.7M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.8K- 43.43% |
$369K - $464K
|
28.4K
$635K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
62+ 0.5% |
$1.05K - $1.32K
|
12.5K
$279K
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 0.89% |
$33.8 - $42.5
|
223
$4.98K
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-10.5K- 4.7% |
$177K - $223K
|
213K
$4.75M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-769- 24.31% |
$13K - $16.3K
|
2.39K
$53.5K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30- 0.25% |
$506 - $637
|
12.1K
$270K
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
626+ 26.36% |
$10.6K - $13.3K
|
3K
$67.1K
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.98K- 11.57% |
$101K - $127K
|
45.7K
$1.02M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.33K- 10.85% |
$56.2K - $70.8K
|
27.4K
$612K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-16.4K- 27.75% |
$278K - $349K
|
42.8K
$956K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.68K- 94.32% |
$28.3K - $35.6K
|
101
$2.26K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.13K- 50.29% |
$20.7K - $27.6K
|
1.11K
$24.9K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
440+ 4.75% |
$8.09K - $10.8K
|
9.71K
$217K
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-6.2K- 22.14% |
$114K - $152K
|
21.8K
$487K
|
|
Feb 14, 2025
Q4 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-17K- 12.51% |
$313K - $416K
|
119K
$2.66M
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.53K+ 31.96% |
$83.4K - $111K
|
18.7K
$418K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.3K+ 8.05% |
$23.9K - $31.8K
|
17.5K
$390K
|
|
Feb 13, 2025
Q4 2024
|
Petiole Usa LTD
New York, NY |
SELL
|
- |
-26K- 15.1% |
$478K - $635K
|
146K
$3.26M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-57.6K- 30.34% |
$1.06M - $1.41M
|
132K
$2.96M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78.1KNew |
$1.44M - $1.91M
|
78.1K
$1.74M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$18.4 - $24.5
|
1
$22.4
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1K- 3.73% |
$18.4K - $24.5K
|
25.8K
$576K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$18.4 - $24.5
|
1
$22.4
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.1K+ 100.0% |
$20.2K - $26.9K
|
2.2K
$49.2K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
160New |
$2.94K - $3.91K
|
160
$3.58K
|
|
Q3 2024 | |||||||
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.2KNew |
$167K - $219K
|
11.2K
$250K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
303New |
$4.54K - $5.94K
|
303
$6.77K
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.74K+ 22.29% |
$41K - $53.6K
|
15K
$336K
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.06K+ 129.07% |
$45.8K - $60K
|
5.43K
$121K
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
14KNew |
$210K - $275K
|
14K
$314K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24New |
$360 - $470
|
24
$536
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
18New |
$270 - $353
|
18
$402
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Fourthstone LLC
St Louis, MO |
SELL
|
- |
-201K- 25.64% |
$2.94M - $3.35M
|
583K
$13M
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-10.6K- 49.28% |
$156K - $177K
|
10.9K
$245K
|
|
Aug 14, 2024
Q2 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-4.97K- 17.01% |
$72.6K - $82.8K
|
24.2K
$541K
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
670New |
$9.8K - $11.2K
|
670
$15K
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
795New |
$11.6K - $13.3K
|
795
$17.8K
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.6KNew |
$185K - $211K
|
12.6K
$282K
|
|
Aug 13, 2024
Q2 2024
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-141K- 84.98% |
$2.07M - $2.36M
|
25K
$559K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
906New |
$13.3K - $15.1K
|
906
$20.2K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.9KNew |
$364K - $415K
|
24.9K
$556K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
422K+ 282.02% |
$6.18M - $7.04M
|
572K
$12.8M
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
320New |
$4.68K - $5.34K
|
320
$7.15K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
648New |
$9.48K - $10.8K
|
648
$14.5K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.57KNew |
$53K - $64K
|
3.57K
$79.8K
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
9.97KNew |
$148K - $179K
|
9.97K
$223K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20K+ 187.09% |
$297K - $359K
|
30.7K
$686K
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
295New |
$4.38K - $5.29K
|
295
$6.59K
|