Sterling Investment Advisors, Ltd. Northern Lts Fd Tr Iv Transaction History

Sterling Investment Advisors, Ltd.

  • $457 Million
  • Q3 2025

A detailed history of Sterling Investment Advisors, Ltd. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 14,300 shares of ISMD stock, worth $532,818. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,300
Previous 14,300 -0.0%
Holding current value
$532,818
Previous $508,000 9.25%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$29.72 - $35.6 $127,796 - $153,080
4,300 Added 43.0%
14,300 $508,000
Q1 2025

May 07, 2025
BUY
$33.87 - $38.9 $338,700 - $389,000
10,000 New
10,000 $341,000

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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