Institutional shares held 773,042
0 calls
0 puts
Total value of holdings $33.7M
$0 calls
$0 puts
# of Institutions 37


Latest Institutional Activity in ISRA

Top Purchases

Q1 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 293K ($12.8M)
Q1 2025
Analyst Ims Investment Management Services Ltd. Shares Held: 8.53K ($372K)
Q1 2025
Ronald Blue Trust, Inc. Shares Held: 150 ($6.54K)
Q4 2024
Ima Wealth, Inc. Shares Held: 74.9K ($3.27M)
Q4 2024
Team Hewins, LLC Shares Held: 8.22K ($359K)

Top Sells

Q4 2024
Rvw Wealth, LLC Shares Held: 9.88K ($431K)
Q4 2024
Bank Of America Corp Shares Held: 10.9K ($475K)
Q4 2024
Morgan Stanley Shares Held: 23.4K ($1.02M)
Q4 2024
Royal Bank Of Canada Shares Held: 1.83K ($79.8K)
Q3 2024
Syntrinsic LLC Shares Held: 75.8K ($3.31M)

About ISRA

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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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