AG
ISBC

Advisor Group’s Investors Bancorp, Inc. ISBC Stock Holding History

Advisor Group’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
2019
Q4 		$33K Buy
2,779
+244
+10% +$2.92K ﹤0.01% 3688
2019
Q3 		$29K Hold
2,535
– – ﹤0.01% 3742
2019
Q2 		$29K Hold
2,535
– – ﹤0.01% 3738
2019
Q1 		$30K Buy
2,535
+2,300
+979% +$27.7K ﹤0.01% 3738
2018
Q4 		$2K Buy
235
+10
+4% +$115 ﹤0.01% 4873
2018
Q3 		$3K Buy
225
+151
+204% +$1.92K ﹤0.01% 4784
2018
Q2 		$1K Hold
74
– – ﹤0.01% 4865
2018
Q1 		$1K Hold
74
– – ﹤0.01% 4886
2017
Q4 		$1K Hold
74
– – ﹤0.01% 4892
2017
Q3 		$1K Buy
+74
New +$977 ﹤0.01% 4762
2017
Q2 		– Sell
-2,550
Closed -$37K – 4963
2017
Q1 		$37K Sell
2,550
-130
-5% -$1.86K ﹤0.01% 2959
2016
Q4 		$38K Sell
2,680
-714
-21% -$9.33K ﹤0.01% 2811
2016
Q3 		$41K Buy
3,394
+202
+6% +$2.35K ﹤0.01% 2688
2016
Q2 		$35K Buy
+3,192
New +$36.9K ﹤0.01% 2683

Other funds holding ISBC

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Group's ISBC Position: Q4 2019 in Review

Advisor Group increased its Investors Bancorp, Inc. (ISBC) stake by 9.6% in Q4 2019, buying an estimated $2.92K and bringing the position to 2,779 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #3688.

Advisor Group first reported a position in ISBC in Q2 2016 and has held it in 14 quarters since. The position peaked at $41K in Q3 2016. 247 funds tracked by Wall St. Rank hold ISBC as of Q4 2019.

  • Advisor Group held 2,779 shares of Investors Bancorp, Inc. worth $33K as of Q4 2019.
  • Advisor Group bought 244 Investors Bancorp, Inc. shares in Q4 2019, an estimated $2.92K.
  • Investors Bancorp, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3688 holding.
  • Advisor Group first reported a position in Investors Bancorp, Inc. in Q2 2016 and has held it in 14 quarters since.
  • Advisor Group's Investors Bancorp, Inc. position peaked at $41K in Q3 2016.
  • 247 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.