AWA
ISBC

Aaron Wealth Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Aaron Wealth Advisors’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,777
Closed -$253K – 930
2022
Q1 		$253K Buy
+3,777
New +$61.8K ﹤0.01% 723

Other funds holding ISBC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Aaron Wealth Advisors's ISBC Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 3,777 shares — an estimated $253K sold.

Aaron Wealth Advisors first reported a position in ISBC in Q1 2022 and held it in 1 quarter. The position peaked at $253K in Q1 2022. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 3,777 Investors Bancorp, Inc. shares in Q2 2022, an estimated $253K.
  • Aaron Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Investors Bancorp, Inc. position peaked at $253K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.