Inspire Small/Mid Cap ETF (ISMD) Institutional Ownership $37.65 +0.36 (+0.97%) (As of 12/20/2024 04:33 PM ET) 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)$6.10MNumber 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 Ad Behind the MarketsWe recommended Palantir in 2021, now we’re recommending this...My research indicates there is only one investment that can meet AI's unprecedented demand for energy.Click to get the name and ticker symbol Inspire Small/Mid Cap ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/14/2024 Captrust Financial Advisors14,785$560K0.0%+16.0%0.282% 11/8/2024 EverSource Wealth Advisors LLC35,830$1.36M0.1%-28.7%0.682% 10/28/2024 Creative 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% 8/14/2024 EverSource Wealth Advisors LLC50,281$1.93M0.1%+33.6%0.958% 8/8/2024 Frontier Asset Management LLC34,528$1.20M0.4%N/A0.658% 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. 7/27/2024 Strategic Blueprint LLC18,923$655K0.0%N/A0.360% 6/11/2024 EverSource Wealth Advisors LLC37,638$1.28M0.1%-44.2%0.717% 2/9/2024 EverSource Wealth Advisors LLC67,449$2.34M0.2%+5.5%1.377% 2/6/2024 Bare Financial Services Inc61,754$2.14M4.3%N/A1.260% 1/23/2024Trust Point Inc.32,305$1.12M0.1%N/A0.659% 1/10/2024 Creative Financial Designs Inc. ADV337,614$11.71M1.2%+1.7%6.890% 11/4/2023 EverSource Wealth Advisors LLC63,941$1.94M0.2%+1.3%1.305% 8/4/2023 Parallel Advisors LLC1,250$40K0.0%N/A0.026% 8/4/2023 EverSource Wealth Advisors LLC63,148$2.03M0.2%+59.8%1.289% 7/26/2023 Creative Financial Designs Inc. ADV337,825$10.85M1.3%+44.2%6.894% 5/11/2023 EverSource Wealth Advisors LLC39,518$1.23M0.2%+16.7%0.898% 5/5/2023 Silver Oak Securities Incorporated10,771$334K0.1%-5.9%0.245% 4/25/2023 Creative Financial Designs Inc. ADV234,196$7.27M1.0%-1.6%5.323% 2/15/2023 Frontier Asset Management LLC6,897$208K0.1%N/A0.172% 2/9/2023 EverSource Wealth Advisors LLC33,866$1.02M0.2%+2.9%0.847% 2/1/2023 Creative Financial Designs Inc. ADV238,082$7.17M1.1%+11.8%5.952% 11/7/2022 EverSource Wealth Advisors LLC32,903$901K0.2%+21.1%0.844% 11/1/2022 Creative Financial Designs Inc. ADV212,993$5.83M1.0%+2.5%5.461% 10/14/2022Well Done LLC16,517$452K0.1%-14.0%0.408% 8/1/2022 Creative Financial Designs Inc. ADV207,734$5.93M1.0%+5.9%5.467% 7/18/2022Well Done LLC19,207$549K0.1%+6.3%0.505% 5/25/2022 EverSource Wealth Advisors LLC27,076$899K0.2%+5,425.7%0.732% 4/20/2022Well Done LLC18,066$600K0.1%+2.7%0.495% 4/15/2022 Wealthcare Advisory Partners LLC10,352$344K0.0%+30.4%0.288% 4/15/2022 Creative Financial Designs Inc. ADV196,081$6.51M1.0%+4.1%5.447% 2/19/2022 Win Advisors Inc.2,918$103K0.0%N/A0.087% 1/26/2022 Creative Financial Designs Inc. ADV188,326$6.64M1.0%+7.7%5.231% 11/1/2021Well Done LLC17,414$617K0.1%+3.0%0.528% 10/8/2021 Creative Financial Designs Inc. ADV174,900$6.20M1.0%+1.4%5.300% 8/24/2021 Flow Traders U.S. LLC22,557$829K0.0%N/A0.673% 7/31/2021 AlphaStar Capital Management LLC68,872$2.54M0.3%+9.4%2.087% 7/31/2021 Creative Financial Designs Inc. ADV172,567$6.34M1.1%-11.0%5.229% 5/3/2021 AlphaStar Capital Management LLC62,953$2.25M0.3%+2.7%1.967% 4/30/2021 Wealthcare Advisory Partners LLC1,672$60K0.0%N/A0.052% This Crypto Is Set to Explode in December (Ad)It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…YES, I WANT THE #1 CRYPTO NOW4/29/2021Well Done LLC16,885$601K0.1%+16.3%0.528% 4/19/2021 Creative Financial Designs Inc. ADV193,834$6.90M1.3%-1.1%6.057% 1/8/2021 Creative Financial Designs Inc. ADV195,967$5.86M1.3%-0.4%6.322% (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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