OTA Financial Group’s Investors Bancorp, Inc. ISBC Stock Holding History

OTA Financial Group’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 Q4	–	Sell	-24,580	Closed	-$371K	–	114
2021 Q3	$371K	Buy	+24,580	New	+$343K	0.45%	42

Other funds holding ISBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OTA Financial Group's ISBC Position: Q4 2021 in Review

OTA Financial Group sold out of Investors Bancorp, Inc. (ISBC) in Q4 2021, closing a stake of 24,580 shares — an estimated $371K sold.

OTA Financial Group first reported a position in ISBC in Q3 2021 and held it in 1 quarter. The position peaked at $371K in Q3 2021. 265 funds tracked by Wall St. Rank hold ISBC as of Q4 2021.

OTA Financial Group reported no remaining Investors Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
OTA Financial Group sold 24,580 Investors Bancorp, Inc. shares in Q4 2021, an estimated $371K.
OTA Financial Group first reported a position in Investors Bancorp, Inc. in Q3 2021 and held it in 1 quarter.
OTA Financial Group's Investors Bancorp, Inc. position peaked at $371K in Q3 2021.
265 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2021.

Based on OTA Financial Group's 13F filing for Q4 2021, filed 28 Jan 2022.