Inspire Corporate Bond ETF (IBD) Institutional Ownership

$23.37
-0.03 (-0.13%)
(As of 11:22 AM ET)

Institutional Ownership Changes (13F Filings) for Inspire Corporate Bond ETF (NYSEARCA:IBD)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$9.50M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$572.34K
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IBD Institutional Buying and Selling by Quarter

Inspire Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024 Vicus Capital58,176$1.37M0.1%+2.8%0.524%
2/9/2024 EverSource Wealth Advisors LLC11,146$263K0.0%+630.4%0.100%
2/6/2024 Bare Financial Services Inc122,493$2.89M5.8%N/A1.104%
2/1/2024 Vicus Capital56,574$1.34M0.1%+1.6%0.510%
1/23/2024 Trust Point Inc.55,098$1.30M0.1%N/A0.496%
1/10/2024 Creative Financial Designs Inc. ADV455,283$10.74M1.1%-4.6%4.102%
11/4/2023 EverSource Wealth Advisors LLC1,526$35K0.0%-46.9%0.014%
10/23/2023 Vicus Capital55,670$1.26M0.1%+16.9%0.502%
10/18/2023 Strategic Blueprint LLC11,729$266K0.0%N/A0.106%
8/17/2023 Vicus Capital47,642$1.10M0.1%+43.5%0.429%
8/4/2023 EverSource Wealth Advisors LLC2,876$66K0.0%-27.9%0.025%
7/26/2023 Creative Financial Designs Inc. ADV458,973$10.60M1.2%+66.8%4.062%
5/5/2023 Silver Oak Securities Incorporated57,996$1.36M0.2%+196.6%0.569%
5/2/2023 Vicus Capital33,209$777K0.1%N/A0.326%
4/26/2023 James Investment Research Inc.3,129$73K0.0%+397.5%0.031%
4/25/2023 Creative Financial Designs Inc. ADV275,094$6.44M0.8%-0.2%2.697%
3/6/2023 OLD Mission Capital LLC6,513$150K0.0%N/A0.069%
2/1/2023 Creative Financial Designs Inc. ADV275,553$6.35M0.9%+34.5%2.901%
11/1/2022 Creative Financial Designs Inc. ADV204,843$4.64M0.8%+2.6%1.829%
10/31/2022 James Investment Research Inc.3,208$73K0.0%+18.5%0.029%
10/27/2022 Absolute Capital Management LLC3,122$71K0.1%N/A0.028%
8/13/2022 PAX Financial Group LLC341,519$7.99M2.0%+24.1%3.521%
8/12/2022 Financial Advocates Investment Management29,924$700K0.1%-14.3%0.308%
8/11/2022 Cetera Investment Advisers20,956$490K0.0%-6.6%0.216%
8/11/2022 Keel Point LLC75,019$1.79M0.3%+14.2%0.773%
8/10/2022 Inspire Investing LLC1,672,226$39.13M5.2%+3.6%17.239%
8/3/2022 Envestnet Asset Management Inc.133,636$3.13M0.0%-1.9%1.378%
8/3/2022 AE Wealth Management LLC14,576$341K0.0%+4.6%0.150%
8/2/2022 Avantax Advisory Services Inc.28,075$657K0.0%-8.6%0.289%
8/2/2022 Lincoln National Corp14,238$333K0.0%N/A0.147%
8/1/2022 EverSource Wealth Advisors LLC4,037$94K0.0%-11.1%0.042%
8/1/2022 Creative Financial Designs Inc. ADV199,697$4.67M0.8%+5.8%2.059%
7/27/2022 LVZ Inc.78,138$1.83M0.3%+2.2%0.814%
7/20/2022 Values First Advisors Inc.67,543$1.58M1.1%+2.7%0.704%
7/19/2022Commonwealth Equity Services LLC11,828$276K0.0%-27.0%0.123%
7/19/2022 Legacy Wealth Asset Management LLC152,641$3.57M1.4%-4.3%1.590%
7/11/2022 Paradiem LLC63,481$1.49M0.6%-20.0%0.661%
7/11/2022 Range Financial Group LLC29,058$680K0.5%-14.6%0.303%
5/25/2022 EverSource Wealth Advisors LLC4,542$111K0.0%-10.9%0.048%
5/18/2022 Range Financial Group LLC34,039$830K0.5%N/A0.358%
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5/12/2022 OneAscent Financial Services LLC9,930$242K0.2%N/A0.105%
5/12/2022 Legacy Wealth Asset Management LLC159,537$3.89M1.4%+7.3%1.679%
5/10/2022 PAX Financial Group LLC275,153$6.71M1.6%+50.2%2.896%
5/10/2022 SILVER OAK SECURITIES Inc14,713$353K0.1%N/A0.155%
5/4/2022 Advisor Group Holdings Inc.190,909$4.66M0.0%+13.8%2.010%
5/4/2022Commonwealth Equity Services LLC16,210$395K0.0%N/A0.171%
5/4/2022 Envestnet Asset Management Inc.136,261$3.32M0.0%+10.4%1.434%
5/3/2022 Values First Advisors Inc.65,765$1.60M1.0%+5.7%0.692%
4/28/2022 Alphastar Capital Management LLC88,278$2.15M0.2%+6.8%0.929%
4/27/2022 Keel Point LLC65,709$1.60M0.2%+23.0%0.692%
4/27/2022 Avantax Advisory Services Inc.30,710$748K0.0%+18.4%0.323%
4/25/2022 Bailard Inc.15,125$369K0.0%+12.8%0.159%
4/21/2022 Inspire Investing LLC1,613,864$39.35M4.6%-24.3%17.169%
4/21/2022 Inspire Advisors LLC2,216,628$54.05M15.2%+4.0%23.581%
4/20/2022 Koshinski Asset Management Inc.3,827$93K0.0%+137.7%0.041%
4/20/2022 McElhenny Sheffield Capital Management LLC11,870$289K0.1%-48.5%0.126%
4/19/2022 LVZ Inc.76,455$1.86M0.3%+2.4%0.813%
4/18/2022 AE Wealth Management LLC13,937$340K0.0%-50.9%0.148%
4/15/2022 Creative Financial Designs Inc. ADV188,692$4.60M0.7%-50.0%2.007%
4/15/2022 Paradiem LLC79,397$1.91M0.6%+0.7%0.845%
2/10/2022 OLD Mission Capital LLC8,220$212K0.0%N/A0.090%
1/28/2022 McDonald Partners LLC1,944$50K0.0%N/A0.021%
1/28/2022 James Investment Research Inc.2,302$59K0.0%+73.3%0.025%
1/26/2022 Creative Financial Designs Inc. ADV377,287$9.71M1.5%+6.2%4.146%
10/29/2021 Harvest Investment Services LLC13,112$342K0.1%+35.7%0.146%
10/8/2021 Creative Financial Designs Inc. ADV355,424$9.29M1.5%+4.1%4.085%
8/13/2021 OLD Mission Capital LLC43,756$1.15M0.0%N/A0.540%
8/12/2021 Strategic Blueprint LLC2,112$56K0.0%N/A0.026%
7/31/2021 AlphaStar Capital Management LLC62,421$1.64M0.2%+40.1%0.800%
7/31/2021 Creative Financial Designs Inc. ADV341,409$8.97M1.6%-2.4%4.377%
5/6/2021 Harvest Investment Services LLC11,176$289K0.1%+38.6%0.164%
5/3/2021 AlphaStar Capital Management LLC44,559$1.15M0.2%+15.4%0.665%
4/30/2021 Wealthcare Advisory Partners LLC5,121$132K0.0%N/A0.076%
4/19/2021 Creative Financial Designs Inc. ADV349,928$9.05M1.8%+4.7%5.302%
1/8/2021 Creative Financial Designs Inc. ADV334,163$8.89M1.9%+3.6%5.141%
10/29/2020 Harvest Investment Services LLC8,103$213K0.1%-81.4%0.135%
10/28/2020 AlphaStar Capital Management LLC38,790$1.03M0.2%-22.1%0.647%
10/6/2020 Creative Financial Designs Inc. ADV322,549$8.48M2.1%-10.3%5.467%
7/24/2020 James Investment Research Inc.1,525$40K0.0%+82.4%0.029%
7/23/2020 Creative Financial Designs Inc. ADV359,453$9.46M2.9%+11.9%6.782%
(Data available from 1/1/2016 forward)

IBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBD shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Inspire Corporate Bond ETF. The most heavily invested institutionals were Inspire Investing LLC ($39.13M), Creative Financial Designs Inc. ADV ($10.74M), PAX Financial Group LLC ($7.99M), Legacy Wealth Asset Management LLC ($3.57M), Envestnet Asset Management Inc. ($3.13M), Bare Financial Services Inc ($2.89M), and LVZ Inc. ($1.83M).Learn more on IBD's institutional investors.

Which institutional investors have been buying Inspire Corporate Bond ETF stock?

Of the 17 institutional investors that purchased Inspire Corporate Bond 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 ($270.74K), Bare Financial Services Inc ($122.49K), PAX Financial Group LLC ($66.37K), Inspire Investing LLC ($58.36K), Vicus Capital ($58.18K), Trust Point Inc. ($55.10K), and Silver Oak Securities Incorporated ($38.44K).

How much institutional buying is happening at Inspire Corporate Bond ETF?

Institutional investors have bought a total of 731,307 shares in the last 24 months. This purchase volume represents approximately $17.04M in transactions.

Which Inspire Corporate Bond ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold Inspire Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Creative Financial Designs Inc. ADV ($22.34K), Paradiem LLC ($15.92K), Legacy Wealth Asset Management LLC ($6.90K), Financial Advocates Investment Management ($4.98K), Range Financial Group LLC ($4.98K), Commonwealth Equity Services LLC ($4.38K), and EverSource Wealth Advisors LLC ($3.52K).

How much institutional selling is happening at Inspire Corporate Bond ETF?

Institutional investors have sold a total of 69,772 shares in the last 24 months. This volume of shares sold represents approximately $1.64M in transactions.


This page (NYSEARCA:IBD) was last updated on 5/20/2024 by MarketBeat.com Staff

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