Commonwealth Equity Services
ISBC

Commonwealth Equity Services’s Investors Bancorp, Inc. ISBC Stock Holding History

Commonwealth Equity Services’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
2021
Q3 		– Sell
-10,395
Closed -$148K – 3704
2021
Q2 		$148K Buy
10,395
+333
+3% +$4.92K ﹤0.01% 3339
2021
Q1 		$147K Sell
10,062
-2,093
-17% -$27K ﹤0.01% 3209
2020
Q4 		$128K Buy
12,155
+67
+0.6% +$612 ﹤0.01% 3028
2020
Q3 		$87K Sell
12,088
-1,209
-9% -$9.62K ﹤0.01% 2900
2020
Q2 		$113K Buy
13,297
+1,547
+13% +$13K ﹤0.01% 2756
2020
Q1 		$93K Sell
11,750
-100,018
-89% -$1.08M ﹤0.01% 2597
2019
Q4 		$1.33M Sell
111,768
-43,909
-28% -$526K 0.01% 1257
2019
Q3 		$1.77M Sell
155,677
-409
-0.3% -$4.57K 0.01% 1039
2019
Q2 		$1.74M Sell
156,086
-2,343
-1% -$26.5K 0.01% 1029
2019
Q1 		$1.88M Sell
158,429
-254
-0.2% -$3.06K 0.01% 951
2018
Q4 		$1.65M Buy
158,683
+67,395
+74% +$778K 0.01% 947
2018
Q3 		$1.12M Buy
91,288
+69,609
+321% +$886K 0.01% 1239
2018
Q2 		$277K Sell
21,679
-1,438
-6% -$19.4K ﹤0.01% 2191
2018
Q1 		$315K Buy
23,117
+1,512
+7% +$21K ﹤0.01% 2028
2017
Q4 		$300K Sell
21,605
-2,053
-9% -$28.5K ﹤0.01% 2053
2017
Q3 		$323K Sell
23,658
-493
-2% -$6.51K ﹤0.01% 1920
2017
Q2 		$323K Buy
24,151
+1,266
+6% +$17.3K ﹤0.01% 1864
2017
Q1 		$329K Sell
22,885
-24,231
-51% -$347K ﹤0.01% 1787
2016
Q4 		$657K Buy
47,116
+3,554
+8% +$46.4K ﹤0.01% 1255
2016
Q3 		$523K Sell
43,562
-87
-0.2% -$1.01K ﹤0.01% 1357
2016
Q2 		$484K Buy
43,649
+4,909
+13% +$56.8K ﹤0.01% 1377
2016
Q1 		$451K Sell
38,740
-124
-0.3% -$1.43K ﹤0.01% 1381
2015
Q4 		$483K Buy
38,864
+2,833
+8% +$35.7K ﹤0.01% 1298
2015
Q3 		$445K Buy
36,031
+22,688
+170% +$275K ﹤0.01% 1303
2015
Q2 		$164K Buy
+13,343
New +$161K ﹤0.01% 1982

Other funds holding ISBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Commonwealth Equity Services's ISBC Position: Q3 2021 in Review

Commonwealth Equity Services sold out of Investors Bancorp, Inc. (ISBC) in Q3 2021, closing a stake of 10,395 shares — an estimated $148K sold.

Commonwealth Equity Services first reported a position in ISBC in Q2 2015 and held it in 25 quarters. The position peaked at $1.88M in Q1 2019. 261 funds tracked by Wall St. Rank hold ISBC as of Q3 2021.

  • Commonwealth Equity Services reported no remaining Investors Bancorp, Inc. position as of Q3 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,395 Investors Bancorp, Inc. shares in Q3 2021, an estimated $148K.
  • Commonwealth Equity Services first reported a position in Investors Bancorp, Inc. in Q2 2015 and held it in 25 quarters.
  • Commonwealth Equity Services's Investors Bancorp, Inc. position peaked at $1.88M in Q1 2019.
  • 261 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2021.

Based on Commonwealth Equity Services's 13F filing for Q3 2021, filed 29 Oct 2021.