Schwallier Wealth Management LLC Northern Lts Fd Tr Iv Inspire Transaction History

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 17,266 shares of IBD stock, worth $415,765. This represents 0.26% of its overall portfolio holdings.

Number of Shares
17,266
Previous 16,014 7.82%
Holding current value
$415,765
Previous $384 Million 8.45%
% of portfolio
0.26%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$23.8 - $24.29 $29,797 - $30,411
1,252 Added 7.82%
17,266 $417 Million
Q2 2025

Aug 14, 2025
SELL
$23.33 - $24.01 $10,871 - $11,188
-466 Reduced 2.83%
16,014 $384 Million
Q1 2025

Aug 14, 2025
BUY
$23.28 - $23.95 $79,990 - $82,292
3,436 Added 26.34%
16,480 $391 Million
Q4 2024

Feb 14, 2025
BUY
$23.42 - $24.2 $52,718 - $54,474
2,251 Added 20.86%
13,044 $306 Million
Q3 2024

Nov 07, 2024
BUY
$23.25 - $24.3 $250,937 - $262,269
10,793 New
10,793 $260 Million

Others Institutions Holding IBD

# of Institutions
99
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

IBD Quotes by TradingView
  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
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