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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.38K+ 0.6% |
$27.1K - $32.6K
|
232K
$5.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.55K+ 91.37% |
$30.3K - $36.5K
|
3.24K
$76.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
8.86K+ 2.31% |
$174K - $209K
|
392K
$9.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.6K- 9.42% |
$70.6K - $85K
|
34.6K
$816K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.97K- 96.55% |
$58.2K - $70.1K
|
106
$2.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.53K- 5.55% |
$29.9K - $36K
|
26K
$611K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2New |
$39.2 - $47.2
|
2
$47.1
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 14.29% |
$19.6 - $23.6
|
8
$188
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
178New |
$3.49K - $4.2K
|
178
$4.19K
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
15K+ 15.58% |
$294K - $354K
|
111K
$2.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.88K- 14.49% |
$36.9K - $44.5K
|
11.1K
$262K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-489- 0.09% |
$9.58K - $11.5K
|
524K
$12.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-523- 5.0% |
$10.3K - $12.3K
|
9.93K
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2+ 0.02% |
$39.2 - $47.2
|
13.2K
$312K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
376+ 195.83% |
$7.37K - $8.88K
|
568
$13.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-31- 52.54% |
$608 - $732
|
28
$660
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-1.8K- 6.92% |
$35.3K - $42.5K
|
24.2K
$570K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5K+ 36.88% |
$98.1K - $118K
|
18.6K
$437K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.14K- 34.4% |
$159K - $192K
|
15.5K
$366K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2K- 8.03% |
$39.1K - $47.1K
|
22.9K
$539K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-33- 0.95% |
$647 - $779
|
3.46K
$81.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
499+ 19.5% |
$9.78K - $11.8K
|
3.06K
$72K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.14K- 10.26% |
$17.8K - $22.7K
|
9.97K
$235K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.13KNew |
$17.6K - $22.4K
|
1.13K
$26.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.19K- 15.91% |
$34.2K - $43.4K
|
11.5K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.64K- 5.19% |
$25.6K - $32.5K
|
29.9K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-32.6K- 67.11% |
$510K - $647K
|
16K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
82.1KNew |
$1.28M - $1.63M
|
82.1K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
13.6KNew |
$213K - $271K
|
13.6K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
8.8K+ 258.82% |
$138K - $175K
|
12.2K
$287K
|
|
|
Aug 11, 2025
Q2 2025
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
91.3K+ 125.48% |
$1.43M - $1.81M
|
164K
$3.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
256+ 0.56% |
$4K - $5.09K
|
46K
$1.08M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
125New |
$2.11K - $2.66K
|
125
$2.95K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-240- 13.11% |
$4.05K - $5.1K
|
1.59K
$37.5K
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-15.1K- 34.94% |
$255K - $321K
|
28.2K
$663K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
15KNew |
$253K - $319K
|
15K
$354K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30- 0.25% |
$506 - $637
|
12.1K
$284K
|
|
| Q4 2024 | |||||||
|
Oct 08, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.1K+ 100.0% |
$20.2K - $26.9K
|
2.2K
$51.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.53K+ 31.96% |
$83.4K - $111K
|
18.7K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.3K+ 8.05% |
$23.9K - $31.8K
|
17.5K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-17K- 12.51% |
$313K - $416K
|
119K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-57.6K- 30.34% |
$1.06M - $1.41M
|
132K
$3.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$18.4 - $24.5
|
1
$23.6
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
160New |
$2.94K - $3.91K
|
160
$3.77K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
303New |
$4.54K - $5.94K
|
303
$7.14K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.74K+ 22.29% |
$41K - $53.6K
|
15K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.06K+ 129.07% |
$45.8K - $60K
|
5.43K
$128K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
14KNew |
$210K - $275K
|
14K
$331K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24New |
$360 - $470
|
24
$565
|
|