Optivise Advisory Services LLC Northern Lts Fd Tr Iv Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,964 shares of ISMD stock, worth $259,478. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,964
Previous 7,331 5.01%
Holding current value
$259,478
Previous $260 Million 3.9%
% of portfolio
0.16%
Previous 0.13%

Shares

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

Oct 17, 2025
SELL
$35.1 - $39.69 $12,881 - $14,566
-367 Reduced 5.01%
6,964 $271 Million
Q2 2025

Aug 05, 2025
BUY
$29.72 - $35.6 $5,141 - $6,158
173 Added 2.42%
7,331 $260 Million
Q1 2025

Apr 18, 2025
BUY
$33.87 - $38.9 $16,359 - $18,788
483 Added 7.24%
7,158 $244 Million
Q4 2024

Feb 13, 2025
SELL
$36.81 - $40.75 $33,938 - $37,571
-922 Reduced 12.14%
6,675 $250 Million
Q3 2024

Nov 12, 2024
BUY
$34.03 - $38.37 $258,525 - $291,496
7,597 New
7,597 $288 Million
Q2 2024

Nov 14, 2024
SELL
$32.98 - $36.17 $51,118 - $56,063
-1,550 Reduced 20.4%
6,047 $209 Million

Others Institutions Holding ISMD

# of Institutions
78
Shares Held
3.59M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV

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