Avantax Advisory Services, Inc. Northern Lts Fd Tr Iv Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 10,585 shares of ISMD stock, worth $394,397. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,585

Previous 9,388 12.75%

Holding current value

$394,397

Previous $320,000 17.5%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$29.72 - $35.6 $35,574 - $42,613	1,197 Added 12.75%	10,585 $376,000
Q1 2025 May 06, 2025	BUY	$33.87 - $38.9 $31,803 - $36,527	939 Added 11.11%	9,388 $320,000
Q4 2024 Feb 07, 2025	SELL	$36.81 - $40.75 $2,319 - $2,567	-63 Reduced 0.74%	8,449 $317,000
Q3 2024 Nov 13, 2024	SELL	$34.03 - $38.37 $153,611 - $173,202	-4,514 Reduced 34.65%	8,512 $322,000
Q2 2024 Aug 09, 2024	BUY	$32.98 - $36.17 $20,150 - $22,099	611 Added 4.92%	13,026 $451,000

Q1 2024 May 08, 2024	BUY	$32.83 - $36.01 $14,642 - $16,060	446 Added 3.73%	12,415 $447,000
Q4 2023 Feb 07, 2024	SELL	$28.21 - $35.03 $54,022 - $67,082	-1,915 Reduced 13.79%	11,969 $415,000
Q3 2023 Nov 07, 2023	SELL	$29.93 - $34.22 $3,890 - $4,448	-130 Reduced 0.93%	13,884 $421,000
Q2 2023 Aug 11, 2023	BUY	$29.27 - $32.13 $18,908 - $20,755	646 Added 4.83%	14,014 $450,000
Q4 2022 Feb 13, 2023	SELL	$27.74 - $31.71 $41,665 - $47,628	-1,502 Reduced 10.1%	13,368 $402,000
Q3 2022 Nov 01, 2022	SELL	$27.38 - $33.3 $108,205 - $131,601	-3,952 Reduced 21.0%	14,870 $407,000
Q2 2022 Aug 02, 2022	SELL	$27.79 - $33.43 $23,899 - $28,749	-860 Reduced 4.37%	18,822 $538,000
Q1 2022 Apr 27, 2022	BUY	$31.66 - $35.78 $192,429 - $217,470	6,078 Added 44.68%	19,682 $652,000
Q4 2021 Jan 24, 2022	BUY	$33.36 - $38.94 $12,476 - $14,563	374 Added 2.83%	13,604 $479,000
Q3 2021 Oct 21, 2021	BUY	$34.04 - $37.0 $98,341 - $106,893	2,889 Added 27.94%	13,230 $469,000
Q2 2021 Jul 29, 2021	SELL	$35.28 - $37.99 $27,059 - $29,138	-767 Reduced 6.9%	10,341 $378,000
Q1 2021 May 13, 2021	BUY	$29.71 - $37.21 $11,765 - $14,735	396 Added 3.7%	11,108 $395,000
Q4 2020 Jan 22, 2021	SELL	$22.94 - $30.21 $50,353 - $66,310	-2,195 Reduced 17.01%	10,712 $320,000
Q3 2020 Oct 14, 2020	BUY	$21.8 - $24.95 $77,869 - $89,121	3,572 Added 38.26%	12,907 $295,000
Q2 2020 Aug 06, 2020	BUY	$17.47 - $25.13 $163,082 - $234,588	9,335 New	9,335 $212,000

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.59M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV

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Avantax Advisory Services, Inc. Northern Lts Fd Tr Iv Transaction History