Values First Advisors, Inc. Northern Lts Fd Tr Iv Inspire Transaction History

Values First Advisors, Inc.

$182 Million
Q3 2024

A detailed history of Values First Advisors, Inc. transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Values First Advisors, Inc. holds 626 shares of IBD stock, worth $14,704. This represents 0.01% of its overall portfolio holdings.

Number of Shares

626

Previous 710 11.83%

Holding current value

$14,704

Previous $16,000 6.25%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$23.25 - $24.3 $1,953 - $2,041	-84 Reduced 11.83%	626 $15,000
Q2 2024 Jul 19, 2024	BUY	$23.04 - $23.52 $2,695 - $2,751	117 Added 19.73%	710 $16,000
Q1 2024 Apr 23, 2024	SELL	$23.26 - $23.99 $2,163 - $2,231	-93 Reduced 13.56%	593 $13,000
Q4 2023 Jan 18, 2024	SELL	$22.22 - $23.69 $7,377 - $7,865	-332 Reduced 32.61%	686 $16,000
Q3 2023 Nov 08, 2023	BUY	$22.56 - $23.35 $45 - $46	2 Added 0.2%	1,018 $23,000
Q2 2023 Aug 02, 2023	SELL	$23.0 - $23.5 $1.59 Million - $1.62 Million	-69,036 Reduced 98.55%	1,016 $23,000
Q1 2023 May 15, 2023	BUY	$22.81 - $23.65 $49,360 - $51,178	2,164 Added 3.19%	70,052 $1.64 Million
Q4 2022 Jan 20, 2023	SELL	$22.24 - $23.31 $8,562 - $8,974	-385 Reduced 0.56%	67,888 $0
Q3 2022 Dec 02, 2022	BUY	$22.52 - $23.95 $16,439 - $17,483	730 Added 1.08%	68,273 $1.55 Million
Q2 2022 Jul 20, 2022	BUY	$22.99 - $24.35 $40,876 - $43,294	1,778 Added 2.7%	67,543 $1.58 Million
Q1 2022 May 03, 2022	BUY	$24.2 - $25.67 $85,280 - $90,461	3,524 Added 5.66%	65,765 $1.6 Million
Q4 2021 Mar 10, 2022	BUY	$25.72 - $26.2 $1.6 Million - $1.63 Million	62,241 New	62,241 $1.6 Million
Q3 2021 Nov 15, 2022	SELL	$26.1 - $26.52 $299,758 - $304,582	-11,485 Reduced 17.0%	56,058 $1.47 Million
Q2 2021 Nov 15, 2022	BUY	$25.87 - $26.29 $51,998 - $52,842	2,010 Added 4.21%	49,736 $1.31 Million
Q1 2021 Nov 15, 2022	SELL	$25.83 - $26.57 $511,873 - $526,537	-19,817 Reduced 29.34%	47,726 $1.24 Million
Q4 2020 Nov 15, 2022	BUY	$26.24 - $26.6 $151,955 - $154,040	5,791 Added 13.79%	47,792 $1.27 Million
Q3 2020 Nov 15, 2022	BUY	$26.25 - $26.63 $65,257 - $66,202	2,486 Added 6.29%	42,001 $1.11 Million
Q2 2020 Nov 15, 2022	SELL	$24.15 - $26.52 $89,596 - $98,389	-3,710 Reduced 8.58%	39,515 $1.04 Million
Q1 2020 Jan 09, 2023	SELL	$22.03 - $26.32 $639,795 - $764,385	-29,042 Reduced 42.54%	39,231 $955 Million
Q4 2019 Nov 15, 2022	SELL	$25.57 - $25.9 $621,811 - $629,836	-24,318 Reduced 36.0%	43,225 $1.11 Million

Others Institutions Holding IBD

# of Institutions

Shares Held

11.7M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

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Values First Advisors, Inc. Northern Lts Fd Tr Iv Inspire Transaction History