RJFSA
ISBC

Raymond James Financial Services Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Raymond James Financial Services 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
Q1 		– Sell
-12,157
Closed -$184K – 3516
2021
Q4 		$184K Buy
12,157
+1,134
+10% +$17.5K ﹤0.01% 3009
2021
Q3 		$167K Sell
11,023
-1,582
-13% -$22.1K ﹤0.01% 3032
2021
Q2 		$180K Buy
12,605
+1,470
+13% +$21.7K ﹤0.01% 3040
2021
Q1 		$164K Sell
11,135
-2,993
-21% -$38.7K ﹤0.01% 2950
2020
Q4 		$149K Sell
14,128
-2,049
-13% -$18.7K ﹤0.01% 2793
2020
Q3 		$117K Sell
16,177
-3,767
-19% -$30K ﹤0.01% 2671
2020
Q2 		$170K Sell
19,944
-4,965
-20% -$41.8K ﹤0.01% 2539
2020
Q1 		$199K Buy
24,909
+6,689
+37% +$72K ﹤0.01% 2071
2019
Q4 		$217K Hold
18,220
– – ﹤0.01% 2525
2019
Q3 		$207K Sell
18,220
-287
-2% -$3.21K ﹤0.01% 2482
2019
Q2 		$206K Hold
18,507
– – ﹤0.01% 2528
2019
Q1 		$219K Sell
18,507
-22,924
-55% -$276K ﹤0.01% 2443
2018
Q4 		$431K Sell
41,431
-1,428
-3% -$16.5K ﹤0.01% 1765
2018
Q3 		$526K Buy
42,859
+620
+1% +$7.89K ﹤0.01% 1868
2018
Q2 		$540K Sell
42,239
-454
-1% -$6.12K ﹤0.01% 1822
2018
Q1 		$582K Buy
42,693
+7,286
+21% +$101K ﹤0.01% 1632
2017
Q4 		$491K Buy
35,407
+2,761
+8% +$38.3K ﹤0.01% 1715
2017
Q3 		$445K Buy
32,646
+797
+3% +$10.5K ﹤0.01% 1782
2017
Q2 		$426K Buy
31,849
+6,340
+25% +$86.8K ﹤0.01% 1778
2017
Q1 		$367K Sell
25,509
-7,568
-23% -$108K ﹤0.01% 1763
2016
Q4 		$461K Buy
33,077
+11,887
+56% +$155K ﹤0.01% 1564
2016
Q3 		$254K Sell
21,190
-1,169
-5% -$13.6K ﹤0.01% 1893
2016
Q2 		$248K Buy
22,359
+4,198
+23% +$48.6K ﹤0.01% 1839
2016
Q1 		$211K Sell
18,161
-59
-0.3% -$680 ﹤0.01% 1736
2015
Q4 		$227K Buy
+18,220
New +$229K ﹤0.01% 1504

Other funds holding ISBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Raymond James Financial Services Advisors's ISBC Position: Q1 2022 in Review

Raymond James Financial Services Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q1 2022, closing a stake of 12,157 shares — an estimated $184K sold.

Raymond James Financial Services Advisors first reported a position in ISBC in Q4 2015 and held it in 25 quarters. The position peaked at $582K in Q1 2018. 255 funds tracked by Wall St. Rank hold ISBC as of Q1 2022.

  • Raymond James Financial Services Advisors reported no remaining Investors Bancorp, Inc. position as of Q1 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 12,157 Investors Bancorp, Inc. shares in Q1 2022, an estimated $184K.
  • Raymond James Financial Services Advisors first reported a position in Investors Bancorp, Inc. in Q4 2015 and held it in 25 quarters.
  • Raymond James Financial Services Advisors's Investors Bancorp, Inc. position peaked at $582K in Q1 2018.
  • 255 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2022, filed 11 May 2022.