Creative Planning’s Investors Bancorp, Inc. ISBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-287,744	Closed	-$3.99M	–	2160
2017 Q4	$3.99M	Buy	287,744 +940	+0.3%	+$13K	0.02%	289
2017 Q3	$3.91M	Sell	286,804 -187	-0.1%	-$2.47K	0.02%	286
2017 Q2	$3.83M	Buy	286,991 +11	+0%	+$151	0.02%	273
2017 Q1	$4.13M	Buy	286,980 +12	+0%	+$172	0.02%	244
2016 Q4	$4M	Sell	286,968 -1,492	-0.5%	-$19.5K	0.02%	243
2016 Q3	$3.46M	Sell	288,460 -4,941	-2%	-$57.4K	0.02%	257
2016 Q2	$3.25M	Sell	293,401 -1,051	-0.4%	-$12.2K	0.02%	237
2016 Q1	$3.43M	Sell	294,452 -4,888	-2%	-$56.3K	0.03%	208
2015 Q4	$3.72M	Buy	299,340 +1,170	+0.4%	+$14.7K	0.03%	207
2015 Q3	$3.68M	Sell	298,170 -516	-0.2%	-$6.26K	0.03%	193
2015 Q2	$3.67M	Buy	298,686 +281,533	+1,641%	+$3.4M	0.03%	187
2015 Q1	$201K	Buy	17,153 +124	+0.7%	+$1.41K	﹤0.01%	1189
2014 Q4	$191K	Sell	17,029 -693	-4%	-$7.36K	﹤0.01%	1168
2014 Q3	$180K	Buy	17,722 +13,778	+349%	+$146K	﹤0.01%	1117
2014 Q2	$44K	Buy	3,944 +1,395	+55%	+$14.9K	﹤0.01%	1953
2014 Q1	$28K	Hold	2,549	–	–	﹤0.01%	2182
2013 Q4	$26K	Buy	+2,549	New	+$23.6K	﹤0.01%	2037