Investar Holding Corporation· ISTR

🇺🇸 US · MicroBroad USNASDAQ

Financial ServicesBanks - RegionalWebsite

Price: $30.55
Day: +1.33%
Mkt Cap: $330.30M
52W Range: $21.09 – $31.77
Volume: 113.2K
Beta: 0.46

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Blog

stockoscope.com

Investar Holding Corporation

ISTR|Financial Services|Banks - Regional

Current price: $31

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$54.7K

Net share flow+2.0K

Purchases1 ($54.7K)

Sales0 ($0)

Top Notable Transactions

Insider

Type

Value

Date

D'Angelo John J

Sale

$732.8K

Jan 27

Ginn Scott G

Purchase

$200.7K

Nov 22

Nelson Andrew C

Purchase

$138.1K

Jan 28

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership56.0%

13F share flow+16.8%

Investors holding111

+88 adding-37 reducing

New 23Inc 65Red 25Closed 12

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$30.1M

+10.5%

FOURTHSTONE LLC

$22.6M

+18.9%

DIMENSIONAL FUND ADVISORS LP

$11.9M

+6.5%

ALLIANCEBERNSTEIN L.P.

$10.7M

-11.8%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting52

Total shares held1.9M

Share flow+17.1%

20 buying5 selling

Buying 20Unchanged 27Selling 5

Top Fund Holders

Fund

Weight

Change

iSHARES TRUST

432.8K

0.00%

FIDELITY CONCORD STREET TRUST

100.4K

0.04%

+21.0K

VANGUARD SCOTTSDALE FUNDS

77.0K

0.00%

+24.0K

AMERICAN CENTURY ETF TRUST

76.7K

0.03%

-29.3K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore ISTR on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

ISTR Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.3/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+100

Fund Flow

10% weight

+100

Overall Smart Money sentiment of 4.3/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for ISTR

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Light insider buying in Q2 2026

Modest: 1 purchase totaling $54.7K (2.0K shares)

Limited history to compare against

Notable Recent Transactions, ISTR

Top 8 highest-value recent insider trades

D'Angelo John J

Director

Sell

26,163 shares at $28.01

Jan 27, 2026$732.83K

Ginn Scott G

Director

Buy

8,475 shares at $23.68

Nov 22, 2024$200.69K

Nelson Andrew C

Director

Buy

6,000 shares at $23.01

Jan 28, 2020$138.06K

D'Angelo John J

Director

Sell

5,000 shares at $24.97

Dec 9, 2019$124.85K

Nelson Andrew C

Director

Buy

9,054 shares at $13.50

Apr 28, 2020$122.23K

Jordan Robert Chris

Director

Buy

5,000 shares at $23.50

Mar 15, 2019$117.50K

HIDALGO WILLIAM H

Director

Buy

10,000 shares at $11.42

Jun 2, 2023$114.20K

Nelson Andrew C

Director

Buy

4,500 shares at $25.00

Oct 30, 2018$112.50K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for ISTR

Total dollar value invested by institutions each quarter

Very Bullish

Institutions accumulating in Q1 2026

56.0% institutional ownership

Strong accumulation: 88 institutions adding vs 37 reducing positions

13F shares increased by 15.2%, a significant shift

Momentum improving from prior quarter

Position Changes

Q1 2026: how are institutions adjusting their positions?

+88 growing-37 shrinkingNet: +51

New (23)

Increased (65)

Reduced (25)

Closed (12)

Top Institutional Holders, ISTR

Largest 3 institutional positions by ownership percentage as of Q2 2026

ROOT FINANCIAL PARTNERS, LLC

Ownership

0.00%

-100.0%

COPELAND CAPITAL MANAGEMENT, LLC

Ownership

0.00%

-100.0%

MIRABELLA FINANCIAL SERVICES LLP

Ownership

0.00%

-100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 52 ETFs and mutual funds reporting

20 buying5 sellingNet: +15

Buying (20)

Unchanged (27)

Selling (5)

Very Bullish

Funds accumulating in Q2 2026

52 ETFs and mutual funds reporting

20 funds buying vs 5 selling

Top Fund Holders, ISTR

Largest 8 ETF and mutual fund positions by shares held as of latest filing

iSHARES TRUST

432.8K

Weight

0.00%

No change

FIDELITY CONCORD STREET TRUST

100.4K

Weight

0.04%

Increased

VANGUARD SCOTTSDALE FUNDS

77.0K

Weight

0.00%

Increased

AMERICAN CENTURY ETF TRUST

76.7K

Weight

0.03%

Decreased

USAA MUTUAL FUNDS TRUST

15.3K

Weight

0.01%

Increased

WisdomTree Trust

14.7K

Weight

0.00%

No change

FIDELITY COMMONWEALTH TRUST

14.6K

Weight

0.36%

Increased

North Square Investments Trust

12.4K

Weight

0.02%

Decreased

Investar Holding Corporation· ISTR

Holdings Analysis

Insider Trading Activity

1.3Transaction History115Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings26Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History115Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings26Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights