LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23,750
| Closed | -$355K | – | 4590 |
|
|
2022
Q1 | $355K | Sell |
23,750
-290
| -1% | -$4.75K | ﹤0.01% | 3451 |
|
|
2021
Q4 | $364K | Sell |
24,040
-2,525
| -10% | -$38.9K | ﹤0.01% | 3549 |
|
|
2021
Q3 | $401K | Sell |
26,565
-6,946
| -21% | -$96.9K | ﹤0.01% | 3418 |
|
|
2021
Q2 | $478K | Buy |
33,511
+2,113
| +7% | +$31.2K | ﹤0.01% | 3202 |
|
|
2021
Q1 | $461K | Buy |
31,398
+12,545
| +67% | +$162K | ﹤0.01% | 3089 |
|
|
2020
Q4 | $199K | Buy |
18,853
+4,074
| +28% | +$37.2K | ﹤0.01% | 3530 |
|
|
2020
Q3 | $107K | Buy |
14,779
+246
| +2% | +$1.96K | ﹤0.01% | 3355 |
|
|
2020
Q2 | $124K | Sell |
14,533
-248
| -2% | -$2.09K | ﹤0.01% | 3261 |
|
|
2020
Q1 | $118K | Sell |
14,781
-972
| -6% | -$10.5K | ﹤0.01% | 2963 |
|
|
2019
Q4 | $188K | Buy |
15,753
+226
| +1% | +$2.71K | ﹤0.01% | 3117 |
|
|
2019
Q3 | $176K | Sell |
15,527
-4,732
| -23% | -$52.9K | ﹤0.01% | 3041 |
|
|
2019
Q2 | $226K | Buy |
20,259
+2,112
| +12% | +$23.9K | ﹤0.01% | 2934 |
|
|
2019
Q1 | $215K | Buy |
18,147
+2,359
| +15% | +$28.4K | ﹤0.01% | 2893 |
|
|
2018
Q4 | $164K | Buy |
+15,788
| New | +$182K | ﹤0.01% | 2866 |
|
|
2016
Q2 | – | Sell |
-25,506
| Closed | -$291K | – | 3070 |
|
|
2016
Q1 | $291K | Buy |
25,506
+23
| +0.1% | +$265 | ﹤0.01% | 2537 |
|
|
2015
Q4 | $312K | Buy |
25,483
+4,549
| +22% | +$57.3K | ﹤0.01% | 2504 |
|
|
2015
Q3 | $259K | Buy |
20,934
+1,520
| +8% | +$18.5K | ﹤0.01% | 2318 |
|
|
2015
Q2 | $239K | Buy |
19,414
+7,812
| +67% | +$94.4K | ﹤0.01% | 2488 |
|
|
2015
Q1 | $136K | Buy |
11,602
+702
| +6% | +$7.97K | ﹤0.01% | 2640 |
|
|
2014
Q4 | $122K | Buy |
+10,900
| New | +$116K | ﹤0.01% | 2603 |
|
Other funds holding ISBC
LPL Financial's ISBC Position: Q2 2022 in Review
LPL Financial sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 23,750 shares — an estimated $355K sold.
LPL Financial first reported a position in ISBC in Q4 2014 and held it in 20 quarters. The position peaked at $478K in Q2 2021. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.
- LPL Financial reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
- LPL Financial sold 23,750 Investors Bancorp, Inc. shares in Q2 2022, an estimated $355K.
- LPL Financial first reported a position in Investors Bancorp, Inc. in Q4 2014 and held it in 20 quarters.
- LPL Financial's Investors Bancorp, Inc. position peaked at $478K in Q2 2021.
- 3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.
Based on LPL Financial's 13F filing for Q2 2022, filed 12 Aug 2022.