First Trust Advisors
ISBC

First Trust Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

First Trust 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
-131,191
Closed -$1.96M – 2664
2022
Q1 		$1.96M Buy
131,191
+24,789
+23% +$406K ﹤0.01% 1782
2021
Q4 		$1.61M Sell
106,402
-597,386
-85% -$9.2M ﹤0.01% 1870
2021
Q3 		$10.6M Sell
703,788
-303,500
-30% -$4.23M 0.01% 995
2021
Q2 		$14.4M Sell
1,007,288
-165,922
-14% -$2.45M 0.02% 890
2021
Q1 		$17.2M Buy
1,173,210
+679,529
+138% +$8.78M 0.02% 765
2020
Q4 		$5.21M Buy
493,681
+70,246
+17% +$642K 0.01% 1077
2020
Q3 		$3.07M Buy
423,435
+142,939
+51% +$1.14M ﹤0.01% 1156
2020
Q2 		$2.38M Sell
280,496
-249,543
-47% -$2.1M ﹤0.01% 1297
2020
Q1 		$4.24M Buy
530,039
+12,449
+2% +$134K 0.01% 925
2019
Q4 		$6.17M Sell
517,590
-30,569
-6% -$366K 0.01% 1014
2019
Q3 		$6.23M Buy
548,159
+176,819
+48% +$1.98M 0.01% 976
2019
Q2 		$4.14M Buy
371,340
+64,005
+21% +$725K 0.01% 1165
2019
Q1 		$3.64M Sell
307,335
-67,405
-18% -$813K 0.01% 1211
2018
Q4 		$3.9M Sell
374,740
-110,859
-23% -$1.28M 0.01% 1089
2018
Q3 		$5.96M Sell
485,599
-1,548,270
-76% -$19.7M 0.01% 1042
2018
Q2 		$26M Buy
2,033,869
+12,867
+0.6% +$173K 0.05% 450
2018
Q1 		$27.6M Buy
2,021,002
+1,635,574
+424% +$22.7M 0.06% 403
2017
Q4 		$5.35M Sell
385,428
-58,811
-13% -$816K 0.01% 999
2017
Q3 		$6.06M Sell
444,239
-149,631
-25% -$1.98M 0.02% 963
2017
Q2 		$7.93M Sell
593,870
-139,157
-19% -$1.91M 0.02% 841
2017
Q1 		$10.5M Buy
733,027
+132,409
+22% +$1.9M 0.03% 740
2016
Q4 		$8.38M Buy
600,618
+289,548
+93% +$3.78M 0.02% 815
2016
Q3 		$3.74M Sell
311,070
-58,401
-16% -$678K 0.01% 1073
2016
Q2 		$4.09M Sell
369,471
-95,208
-20% -$1.1M 0.01% 1003
2016
Q1 		$5.41M Sell
464,679
-54,939
-11% -$633K 0.02% 903
2015
Q4 		$6.46M Buy
519,618
+244,960
+89% +$3.08M 0.02% 852
2015
Q3 		$3.39M Buy
274,658
+62,473
+29% +$759K 0.01% 1124
2015
Q2 		$2.61M Buy
212,185
+57,267
+37% +$692K 0.01% 1371
2015
Q1 		$1.82M Sell
154,918
-80,845
-34% -$918K 0.01% 1528
2014
Q4 		$2.65M Buy
235,763
+41,203
+21% +$438K 0.01% 1286
2014
Q3 		$1.97M Sell
194,560
-1,390
-0.7% -$14.7K 0.01% 1390
2014
Q2 		$2.17M Buy
195,950
+28,414
+17% +$303K 0.01% 1321
2014
Q1 		$1.82M Buy
167,536
+67,172
+67% +$690K 0.01% 1442
2013
Q4 		$1.01M Buy
100,364
+20,807
+26% +$193K ﹤0.01% 1629
2013
Q3 		$684K Buy
79,557
+37,723
+90% +$323K ﹤0.01% 1737
2013
Q2 		$346K Buy
+41,834
New +$324K ﹤0.01% 1982

Other funds holding ISBC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

First Trust Advisors's ISBC Position: Q2 2022 in Review

First Trust Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 131,191 shares — an estimated $1.96M sold.

First Trust Advisors first reported a position in ISBC in Q2 2013 and held it in 36 quarters. The position peaked at $27.6M in Q1 2018. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

  • First Trust Advisors reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
  • First Trust Advisors sold 131,191 Investors Bancorp, Inc. shares in Q2 2022, an estimated $1.96M.
  • First Trust Advisors first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 36 quarters.
  • First Trust Advisors's Investors Bancorp, Inc. position peaked at $27.6M in Q1 2018.
  • 3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on First Trust Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.