Ifp Advisors, Inc Northern Lts Fd Tr Iv Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

A detailed history of Ifp Advisors, Inc transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Ifp Advisors, Inc holds 16,279 shares of ISMD stock, worth $606,555. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,279

Previous 44,204 63.17%

Holding current value

$606,555

Previous $1.57 Million 59.75%

% of portfolio

0.02%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	SELL	$35.1 - $39.69 $980,167 - $1.11 Million	-27,925 Reduced 63.17%	16,279 $632,000
Q2 2025 Jul 24, 2025	BUY	$29.72 - $35.6 $29,244 - $35,030	984 Added 2.28%	44,204 $1.57 Million
Q1 2025 May 05, 2025	BUY	$33.87 - $38.9 $56,833 - $65,274	1,678 Added 4.04%	43,220 $1.47 Million
Q4 2024 Feb 04, 2025	BUY	$36.81 - $40.75 $590,432 - $653,630	16,040 Added 62.9%	41,542 $1.56 Million
Q3 2024 Feb 04, 2025	BUY	$34.03 - $38.37 $850,273 - $958,712	24,986 Added 4842.25%	25,502 $966,000

Q2 2024 Jul 30, 2024	BUY	$32.98 - $36.17 $17,017 - $18,663	516 New	516 $17,000
Q2 2022 Sep 06, 2022	BUY	$27.79 - $33.43 $1,389 - $1,671	50 New	50 $3,000
Q2 2022 Aug 12, 2022	SELL	$27.79 - $33.43 $1,389 - $1,671	-50 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$31.66 - $35.78 $1,583 - $1,789	50 New	50 $0
Q3 2021 Oct 06, 2021	SELL	$34.04 - $37.0 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$35.28 - $37.99 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$29.71 - $37.21 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$22.94 - $30.21 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$21.8 - $24.95 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$17.47 - $25.13 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$16.4 - $28.76 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$25.2 - $28.4 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	SELL	$26.24 - $27.29 $24,324 - $25,297	-927 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-514 Reduced 35.67%	927 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-1,590 Reduced 52.46%	1,441 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-3,876 Reduced 56.12%	3,031 $0
Q1 2018 Jun 03, 2019	BUY	N/A	1,636 Added 31.04%	6,907 $183,000
Q1 2018 May 09, 2018	SELL	N/A	-1,636 Reduced 23.69%	5,271 $0
Q4 2017 Jan 24, 2018	BUY	N/A	2,122 Added 44.35%	6,907 $0
Q2 2017 Jun 03, 2019	BUY	N/A	3,858 Added 416.18%	4,785 $121,000
Q1 2016 Jun 03, 2019	BUY	N/A	927	927 $24,000

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

Ticker ISMD
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