Latest Institutional Transactions on Northern Lts Fd Tr Iv Inspire (IBD)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Inspire (IBD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.59K+ 9.12% |
$60.3K - $62K
|
31K
$732K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
792+ 1.07% |
$18.4K - $19K
|
75K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
290+ 0.68% |
$6.75K - $6.95K
|
42.6K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
353+ 3.03% |
$8.22K - $8.45K
|
12K
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1KClosed |
$23.3K - $24K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.57K+ 13.7% |
$59.8K - $61.5K
|
21.3K
$504K
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
18.7K+ 2.18% |
$436K - $449K
|
877K
$20.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-800- 6.66% |
$18.6K - $19.2K
|
11.2K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
8.74K+ 8.91% |
$203K - $209K
|
107K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
25.4KNew |
$592K - $609K
|
25.4K
$601K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.59K+ 33.51% |
$130K - $134K
|
22.3K
$526K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
39.5K+ 97.39% |
$920K - $946K
|
80.1K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
55+ 0.33% |
$1.28K - $1.32K
|
16.5K
$390K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.99K+ 1.41% |
$46.3K - $47.6K
|
143K
$3.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
61.4KNew |
$1.43M - $1.47M
|
61.4K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.65K- 9.71% |
$38.4K - $39.5K
|
15.3K
$363K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
601+ 9.5% |
$14.1K - $14.5K
|
6.93K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
286+ 3.19% |
$6.7K - $6.92K
|
9.24K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
226New |
$5.29K - $5.47K
|
226
$5.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.64KNew |
$38.4K - $39.6K
|
1.64K
$38.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.44K- 4.66% |
$80.4K - $83.1K
|
70.2K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.16K+ 4.49% |
$27.1K - $28K
|
26.9K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
174KNew |
$4.07M - $4.21M
|
174K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.6K+ 135.2% |
$669K - $691K
|
49.7K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 1.59% |
$141 - $145
|
384
$9.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8.65KNew |
$203K - $209K
|
8.65K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
939+ 275.37% |
$22K - $22.7K
|
1.28K
$30.2K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.3K+ 15.76% |
$53.8K - $55.6K
|
16.9K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.25K+ 20.86% |
$52.7K - $54.5K
|
13K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.52K- 26.07% |
$82.3K - $85.1K
|
9.97K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
27.1K+ 1.91% |
$634K - $655K
|
1.44M
$34.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.16K- 6.22% |
$27.1K - $28K
|
17.5K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.13K+ 315.73% |
$49.8K - $51.5K
|
2.8K
$66.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-11- 0.76% |
$258 - $266
|
1.45K
$34.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 1.8% |
$270K - $278K
|
629K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37.7KNew |
$883K - $913K
|
37.7K
$891K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.22K+ 4.46% |
$28.5K - $29.4K
|
28.4K
$672K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
83+ 1.74% |
$1.94K - $2.01K
|
4.86K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.82K+ 6.29% |
$136K - $141K
|
98.3K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
8.32KNew |
$195K - $201K
|
8.32K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.13K- 8.22% |
$26.6K - $27.4K
|
12.7K
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-300K- 46.95% |
$7.02M - $7.25M
|
339K
$8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.32K- 20.39% |
$77.6K - $80.2K
|
12.9K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
35.6KNew |
$833K - $860K
|
35.6K
$840K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
11.9K+ 112.18% |
$280K - $289K
|
22.6K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
475KNew |
$11.1M - $11.5M
|
475K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-38K- 8.09% |
$889K - $918K
|
431K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.72K- 6.25% |
$204K - $211K
|
131K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.6K+ 10.93% |
$577K - $596K
|
250K
$5.91M
|
|