Ellevest Inc’s Investors Bancorp, Inc. ISBC Stock Holding History

Ellevest Inc’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	-1,770	Closed	-$26K	–	1826
2022 Q1	$26K	Buy	1,770 +1,123	+174%	+$18.4K	﹤0.01%	681
2021 Q4	$10K	Buy	647 +187	+41%	+$2.88K	﹤0.01%	871
2021 Q3	$7K	Buy	460 +297	+182%	+$4.14K	﹤0.01%	908
2021 Q2	$2K	Hold	163	–	–	﹤0.01%	1100
2021 Q1	$2K	Buy	163 +63	+63%	+$814	﹤0.01%	1111
2020 Q4	$1K	Buy	+100	New	+$914	﹤0.01%	1156

Other funds holding ISBC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ellevest Inc's ISBC Position: Q2 2022 in Review

Ellevest Inc sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 1,770 shares — an estimated $26K sold.

Ellevest Inc first reported a position in ISBC in Q4 2020 and held it in 6 quarters. The position peaked at $26K in Q1 2022. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

Ellevest Inc reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
Ellevest Inc sold 1,770 Investors Bancorp, Inc. shares in Q2 2022, an estimated $26K.
Ellevest Inc first reported a position in Investors Bancorp, Inc. in Q4 2020 and held it in 6 quarters.
Ellevest Inc's Investors Bancorp, Inc. position peaked at $26K in Q1 2022.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.