Sowell Financial Services LLC Northern Lts Fd Tr Iv Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Sowell Financial Services LLC holds 18,591 shares of ISMD stock, worth $658,121. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,591
Holding current value
$658,121
% of portfolio
0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$36.81 - $40.75 $684,334 - $757,583
18,591 New
18,591 $697,000
Q1 2023

May 12, 2023
BUY
$29.57 - $34.51 $225,973 - $263,725
7,642 New
7,642 $237,000
Q3 2022

Nov 15, 2022
BUY
$27.38 - $33.3 $206,390 - $251,015
7,538 Added 40.18%
26,300 $723,000
Q2 2022

Aug 15, 2022
BUY
$27.79 - $33.43 $9,782 - $11,767
352 Added 1.91%
18,762 $548,000
Q1 2022

May 13, 2022
BUY
$31.66 - $35.78 $582,860 - $658,709
18,410 New
18,410 $664,000
Q2 2021

Aug 05, 2021
SELL
$35.28 - $37.99 $21,520 - $23,173
-610 Closed
0 $0
Q1 2021

May 07, 2021
SELL
$29.71 - $37.21 $22,104 - $27,684
-744 Reduced 54.95%
610 $23,000
Q4 2020

Jan 13, 2021
BUY
$22.94 - $30.21 $6,836 - $9,002
298 Added 28.22%
1,354 $40,000
Q3 2020

Nov 12, 2020
BUY
$21.8 - $24.95 $23,020 - $26,347
1,056 New
1,056 $24,000
Q1 2020

May 12, 2020
SELL
$16.4 - $28.76 $129,395 - $226,916
-7,890 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$25.2 - $28.4 $198,828 - $224,076
7,890 New
7,890 $0

Others Institutions Holding ISMD

# of Institutions
82
Shares Held
3.81M
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
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More about ISMD
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