Institutional shares held 3.85 Million
0 calls
0 puts
Total value of holdings $132M
$0 calls
$0 puts
# of Institutions 83


Latest Institutional Activity in ISMD

Top Purchases

Q1 2025
Sowell Financial Services LLC Shares Held: 45.7K ($1.56M)
Q1 2025
Legacy Wealth Asset Management, LLC Shares Held: 149K ($5.11M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 6.51K ($223K)
Q1 2025
Financial Advisory Corp Shares Held: 19.5K ($666K)
Q1 2025
Nbc Securities, Inc. Shares Held: 329 ($11.2K)

Top Sells

Q1 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 7.7K ($263K)
Q4 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 28.9K ($988K)
Q4 2024
Pax Financial Group, LLC Shares Held: 240K ($8.22M)
Q4 2024
Frontier Asset Management, LLC Shares Held: 29.1K ($994K)
Q4 2024
Revisor Wealth Management LLC Shares Held: 8.36K ($286K)

About ISMD

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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