Institutional shares held 62 Million
0 calls
0 puts
Total value of holdings $2.96B
$0 calls
$0 puts
# of Institutions 408


Latest Institutional Activity in ISTB

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 1.9M ($90.7M)
Q4 2024
Acorns Advisers, LLC Shares Held: 10.7M ($512M)
Q4 2024
Trust Point Inc. Shares Held: 3.4M ($163M)
Q4 2024
Spinnaker Trust Shares Held: 1.5M ($71.9M)
Q4 2024
Fiduciary Advisors, Inc. Shares Held: 166K ($7.91M)

Top Sells

Q4 2024
High Tower Advisors, LLC Shares Held: 165K ($7.88M)
Q4 2024
Phillips Financial Management, LLC Shares Held: 211K ($10.1M)
Q4 2024
Lineweaver Wealth Advisors, LLC Shares Held: 207K ($9.87M)
Q4 2024
Values First Advisors, Inc. Shares Held: 129K ($6.17M)
Q4 2024
Orion Portfolio Solutions, LLC Shares Held: 206K ($9.86M)

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