Inspire Small/Mid Cap ETF (ISMD) Institutional Ownership $38.90 +0.62 (+1.62%) As of 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Inspire Small/Mid Cap ETF (NYSEARCA:ISMD)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$5.91MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$1.62M Get ISMD Insider Trade Alerts Want to know when executives and insiders are buying or selling Inspire Small/Mid Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data ISMD Institutional Buying and Selling by Quarter Inspire Small/Mid Cap ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/14/2024Captrust Financial Advisors14,785$560K0.0%+16.0%0.282% 11/8/2024EverSource Wealth Advisors LLC35,830$1.36M0.1%-28.7%0.682% 10/28/2024Creative Financial Designs Inc. ADV25,508$967K0.1%+17.3%0.486% 10/17/2024Trust Point Inc.36,477$1.38M0.1%+0.8%0.695% 8/14/2024EverSource Wealth Advisors LLC50,281$1.93M0.1%+33.6%0.958% 8/8/2024Frontier Asset Management LLC34,528$1.20M0.4%N/A0.658% 7/27/2024Strategic Blueprint LLC18,923$655K0.0%N/A0.360% 6/11/2024EverSource Wealth Advisors LLC37,638$1.28M0.1%-44.2%0.717% 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% Get the Latest News and Ratings for ISMD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Inspire Small/Mid Cap ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 8/4/2023Parallel 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% 2/15/2023Frontier 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% 11/7/2022EverSource 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% 10/14/2022 Well Done LLC16,517$452K0.1%-14.0%0.408% 8/1/2022Creative Financial Designs Inc. ADV207,734$5.93M1.0%+5.9%5.467% 7/18/2022 Well Done LLC19,207$549K0.1%+6.3%0.505% 5/25/2022EverSource Wealth Advisors LLC27,076$899K0.2%+5,425.7%0.732% 4/20/2022 Well Done LLC18,066$600K0.1%+2.7%0.495% 4/15/2022 Wealthcare 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% 11/1/2021 Well 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% 4/30/2021 Wealthcare Advisory Partners LLC1,672$60K0.0%N/A0.052% URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.>> Register for the Workshop Now4/29/2021 Well Done LLC16,885$601K0.1%+16.3%0.528% 4/19/2021Creative Financial Designs Inc. ADV193,834$6.90M1.3%-1.1%6.057% (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, 9 institutional investors and hedge funds held shares of Inspire Small/Mid Cap ETF. The most heavily invested institutionals were Bare Financial Services Inc ($2.14M), Trust Point Inc. ($1.38M), EverSource Wealth Advisors LLC ($1.36M), Frontier Asset Management LLC ($1.20M), Creative Financial Designs Inc. ADV ($967K), Strategic Blueprint LLC ($655K), and Captrust Financial Advisors ($560K).Learn more on ISMD's institutional investors. Which institutional investors have been buying Inspire Small/Mid Cap ETF stock? The following institutional investors have purchased Inspire Small/Mid Cap ETF stock in the last 24 months: Creative Financial Designs Inc. ADV ($138.10K), Bare Financial Services Inc ($61.75K), EverSource Wealth Advisors LLC ($47.19K), Frontier Asset Management LLC ($41.43K), Trust Point Inc. ($32.61K), Strategic Blueprint LLC ($18.92K), and Captrust Financial Advisors ($2.04K). How much institutional buying is happening at Inspire Small/Mid Cap ETF? Institutional investors have bought a total of 343,289 shares in the last 24 months. This purchase volume represents approximately $11.40M 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: EverSource Wealth Advisors LLC ($44.26K), Creative Financial Designs Inc. ADV ($3.89K), 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 48,823 shares in the last 24 months. This volume of shares sold represents approximately $1.76M in transactions. 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