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Inspire Small/Mid Cap ETF (ISMD) Institutional Ownership

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$33.14
+0.16 (+0.49%)
(As of 04/18/2024 ET)
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Stock AnalysisChartHeadlinesHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for Inspire Small/Mid Cap ETF (NYSEARCA:ISMD)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$8.02M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$141.57K
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ISMD Institutional Buying and Selling by Quarter

Inspire Small/Mid Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/9/2024EverSource Wealth Advisors LLC67,449$2.34M0.2%+5.5%1.377%
2/6/2024Bare Financial Services Inc61,754$2.14M4.3%N/A1.260%
1/23/2024Trust Point Inc.32,305$1.12M0.1%N/A0.659%
1/10/2024Creative Financial Designs Inc. ADV337,614$11.71M1.2%+1.7%6.890%
11/4/2023EverSource Wealth Advisors LLC63,941$1.94M0.2%+1.3%1.305%
8/15/2023Cornerstone Planning Group LLC4,071$131K0.1%N/A0.083%
8/4/2023Parallel Advisors LLC1,250$40K0.0%N/A0.026%
8/4/2023EverSource Wealth Advisors LLC63,148$2.03M0.2%+59.8%1.289%
7/26/2023Creative Financial Designs Inc. ADV337,825$10.85M1.3%+44.2%6.894%
5/11/2023EverSource Wealth Advisors LLC39,518$1.23M0.2%+16.7%0.898%
5/5/2023Silver Oak Securities Incorporated10,771$334K0.1%-5.9%0.245%
4/25/2023Creative Financial Designs Inc. ADV234,196$7.27M1.0%-1.6%5.323%
2/16/2023One Capital Management LLC12,000$361K0.0%N/A0.300%
2/15/2023Frontier Asset Management LLC6,897$208K0.1%N/A0.172%
2/9/2023EverSource Wealth Advisors LLC33,866$1.02M0.2%+2.9%0.847%
2/1/2023Creative Financial Designs Inc. ADV238,082$7.17M1.1%+11.8%5.952%
11/16/2022Captrust Financial Advisors10,258$281K0.0%+12.1%0.266%
11/7/2022EverSource Wealth Advisors LLC32,903$901K0.2%+21.1%0.844%
11/1/2022Creative Financial Designs Inc. ADV212,993$5.83M1.0%+2.5%5.461%
10/14/2022Well Done LLC16,517$452K0.1%-14.0%0.408%
8/23/2022Captrust Financial Advisors9,149$263K0.0%+69.5%0.238%
8/16/2022Captrust Financial Advisors9,149$261K0.0%+69.5%0.238%
8/1/2022Creative Financial Designs Inc. ADV207,734$5.93M1.0%+5.9%5.467%
7/18/2022Well Done LLC19,207$549K0.1%+6.3%0.505%
5/25/2022EverSource Wealth Advisors LLC27,076$899K0.2%+5,425.7%0.732%
4/20/2022Well Done LLC18,066$600K0.1%+2.7%0.495%
4/15/2022Wealthcare Advisory Partners LLC10,352$344K0.0%+30.4%0.288%
4/15/2022Creative Financial Designs Inc. ADV196,081$6.51M1.0%+4.1%5.447%
2/19/2022Win Advisors Inc.2,918$103K0.0%N/A0.087%
1/26/2022Creative Financial Designs Inc. ADV188,326$6.64M1.0%+7.7%5.231%
11/1/2021Well Done LLC17,414$617K0.1%+3.0%0.528%
10/8/2021Creative Financial Designs Inc. ADV174,900$6.20M1.0%+1.4%5.300%
8/24/2021Flow Traders U.S. LLC22,557$829K0.0%N/A0.673%
7/31/2021AlphaStar Capital Management LLC68,872$2.54M0.3%+9.4%2.087%
7/31/2021Creative Financial Designs Inc. ADV172,567$6.34M1.1%-11.0%5.229%
5/3/2021AlphaStar Capital Management LLC62,953$2.25M0.3%+2.7%1.967%
4/30/2021Wealthcare Advisory Partners LLC1,672$60K0.0%N/A0.052%
4/29/2021Well Done LLC16,885$601K0.1%+16.3%0.528%
4/19/2021Creative Financial Designs Inc. ADV193,834$6.90M1.3%-1.1%6.057%
1/8/2021Creative Financial Designs Inc. ADV195,967$5.86M1.3%-0.4%6.322%
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10/28/2020AlphaStar Capital Management LLC61,170$1.48M0.3%-14.7%1.973%
10/19/2020Well Done LLC14,320$325K0.1%-13.4%0.462%
10/6/2020Creative Financial Designs Inc. ADV196,799$4.47M1.1%-15.1%7.289%
7/23/2020Creative Financial Designs Inc. ADV231,688$5.24M1.6%+13.3%7.596%
4/22/2020Creative Financial Designs Inc. ADV204,442$3.94M2.0%+161.5%6.389%
(Data available from 1/1/2016 forward)

ISMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISMD shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Inspire Small/Mid Cap ETF. The most heavily invested institutionals were Creative Financial Designs Inc. ADV ($11.71M), EverSource Wealth Advisors LLC ($2.34M), Bare Financial Services Inc ($2.14M), Trust Point Inc. ($1.12M), Well Done LLC ($452K), One Capital Management LLC ($361K), and Silver Oak Securities Incorporated ($334K).Learn more on ISMD's institutional investors.

Which institutional investors have been buying Inspire Small/Mid Cap ETF stock?

Of the 10 institutional investors that purchased Inspire Small/Mid Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Financial Designs Inc. ADV ($151.24K), EverSource Wealth Advisors LLC ($66.85K), Bare Financial Services Inc ($61.75K), Trust Point Inc. ($32.31K), One Capital Management LLC ($12K), Captrust Financial Advisors ($8.61K), and Frontier Asset Management LLC ($6.90K).

How much institutional buying is happening at Inspire Small/Mid Cap ETF?

Institutional investors have bought a total of 346,610 shares in the last 24 months. This purchase volume represents approximately $11.18M in transactions.

Which Inspire Small/Mid Cap ETF major shareholders have been selling company stock?

The following institutional investors have sold Inspire Small/Mid Cap ETF stock in the last 24 months: Creative Financial Designs Inc. ADV ($3.89K), Well Done LLC ($2.69K), and Silver Oak Securities Incorporated ($675.00).

How much institutional selling is happening at Inspire Small/Mid Cap ETF?

Institutional investors have sold a total of 7,251 shares in the last 24 months. This volume of shares sold represents approximately $215.22K in transactions.


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This page (NYSEARCA:ISMD) was last updated on 4/19/2024 by MarketBeat.com Staff

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