Institutional shares held 61.5 Million
0 calls
100 puts
Total value of holdings $2.98B
$0 calls
$4K puts
# of Institutions 419


Latest Institutional Activity in ISTB

Top Purchases

Q2 2025
Apella Capital, LLC Shares Held: 391K ($18.9M)
Q2 2025
Maryland Capital Advisors Inc. Shares Held: 153K ($7.4M)
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 ($81.9M)
Q2 2025
Garrett Investment Advisors LLC Shares Held: 166K ($8.03M)
Q2 2025
Eaton Financial Holdings Company, LLC Shares Held: 15.9K ($769K)
Q2 2025
Capital Insight Partners, LLC Shares Held: 298K ($14.5M)
Q2 2025
Goldstone Financial Group, LLC Shares Held: 43.5K ($2.11M)

About ISTB

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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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