SSWM
ISBC

Sheets Smith Wealth Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Sheets Smith Wealth Management’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
Q3 		– Sell
-30,442
Closed -$434K – 381
2021
Q2 		$434K Hold
30,442
– – 0.06% 243
2021
Q1 		$447K Hold
30,442
– – 0.07% 219
2020
Q4 		$321K Buy
30,442
+720
+2% +$6.58K 0.05% 266
2020
Q3 		$216K Hold
29,722
– – 0.04% 277
2020
Q2 		$253K Hold
29,722
– – 0.05% 214
2020
Q1 		$237K Buy
29,722
+1,553
+6% +$16.7K 0.05% 231
2019
Q4 		$336K Sell
28,169
-1,150
-4% -$13.8K 0.06% 254
2019
Q3 		$333K Buy
29,319
+972
+3% +$10.9K 0.07% 237
2019
Q2 		$316K Sell
28,347
-1,189
-4% -$13.5K 0.06% 261
2019
Q1 		$350K Sell
29,536
-186
-0.6% -$2.24K 0.08% 250
2018
Q4 		$309K Sell
29,722
-971
-3% -$11.2K 0.08% 224
2018
Q3 		$377K Buy
30,693
+364
+1% +$4.63K 0.08% 261
2018
Q2 		$388K Buy
30,329
+3,351
+12% +$45.1K 0.09% 228
2018
Q1 		$368K Buy
26,978
+490
+2% +$6.79K 0.09% 225
2017
Q4 		$368K Hold
26,488
– – 0.09% 234
2017
Q3 		$361K Hold
26,488
– – 0.09% 221
2017
Q2 		$354K Hold
26,488
– – 0.09% 209
2017
Q1 		$381K Hold
26,488
– – 0.1% 204
2016
Q4 		$370K Buy
26,488
+690
+3% +$9.02K 0.1% 204
2016
Q3 		$310K Hold
25,798
– – 0.09% 206
2016
Q2 		$286K Hold
25,798
– – 0.08% 204
2016
Q1 		$300K Hold
25,798
– – 0.09% 185
2015
Q4 		$321K Sell
25,798
-2,460
-9% -$31K 0.1% 178
2015
Q3 		$349K Buy
28,258
+920
+3% +$11.2K 0.12% 150
2015
Q2 		$336K Buy
27,338
+800
+3% +$9.67K 0.09% 181
2015
Q1 		$311K Hold
26,538
– – 0.09% 184
2014
Q4 		$298K Hold
26,538
– – 0.08% 197
2014
Q3 		$269K Buy
26,538
+650
+3% +$6.87K 0.07% 204
2014
Q2 		$286K Buy
+25,888
New +$276K 0.08% 204
2014
Q1 		– Sell
-22,691
Closed -$228K – 286
2013
Q4 		$228K Buy
+22,691
New +$210K 0.06% 232

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sheets Smith Wealth Management's ISBC Position: Q3 2021 in Review

Sheets Smith Wealth Management sold out of Investors Bancorp, Inc. (ISBC) in Q3 2021, closing a stake of 30,442 shares — an estimated $434K sold.

Sheets Smith Wealth Management first reported a position in ISBC in Q4 2013 and held it in 30 quarters. The position peaked at $447K in Q1 2021. 261 funds tracked by Wall St. Rank hold ISBC as of Q3 2021.

  • Sheets Smith Wealth Management reported no remaining Investors Bancorp, Inc. position as of Q3 2021 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 30,442 Investors Bancorp, Inc. shares in Q3 2021, an estimated $434K.
  • Sheets Smith Wealth Management first reported a position in Investors Bancorp, Inc. in Q4 2013 and held it in 30 quarters.
  • Sheets Smith Wealth Management's Investors Bancorp, Inc. position peaked at $447K in Q1 2021.
  • 261 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.