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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45.8K+ 10.26% |
$1.07M - $1.11M
|
492K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.91K+ 10.78% |
$44.4K - $46.4K
|
19.6K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
52.5K+ 8.94% |
$1.22M - $1.28M
|
640K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.25K+ 9.6% |
$52.2K - $54.6K
|
25.6K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
662+ 326.11% |
$15.4K - $16.1K
|
865
$20.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.48K+ 10.1% |
$197K - $206K
|
92.5K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1K+ 5.7% |
$23.3K - $24.4K
|
18.6K
$439K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 27.82% |
$317K - $332K
|
35.4K
$835K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.4K+ 34.99% |
$1.36M - $1.42M
|
225K
$5.31M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
458K+ 254.1% |
$10.6M - $11.1M
|
638K
$15.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
10.8KNew |
$251K - $262K
|
10.8K
$255K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.7K+ 1.24% |
$39.6K - $41.4K
|
139K
$3.29M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.6KNew |
$339K - $354K
|
14.6K
$344K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.65K+ 132.01% |
$61.7K - $64.4K
|
4.66K
$110K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
980K+ 224.21% |
$22.8M - $23.8M
|
1.42M
$33.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.44KNew |
$33.5K - $35K
|
1.44K
$33.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
113K+ 20.29% |
$2.62M - $2.74M
|
668K
$15.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.6K+ 67.2% |
$688K - $719K
|
73.6K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5.78K- 94.55% |
$134K - $141K
|
333
$7.86K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-737- 0.43% |
$17.1K - $17.9K
|
171K
$4.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
394New |
$9.16K - $9.57K
|
394
$9.29K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
926+ 2.35% |
$21.5K - $22.5K
|
40.4K
$953K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29K+ 62.95% |
$674K - $705K
|
75.1K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-784K- 21.17% |
$18.2M - $19.1M
|
2.92M
$68.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.1KNew |
$259K - $271K
|
11.1K
$263K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 60.12% |
$23.6K - $24.7K
|
674
$15.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.33K+ 48.12% |
$170K - $178K
|
22.6K
$532K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.12K- 4.21% |
$25.8K - $26.3K
|
25.5K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
300KNew |
$6.91M - $7.05M
|
300K
$7.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
76.6KNew |
$1.77M - $1.8M
|
76.6K
$1.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
287+ 35.52% |
$6.61K - $6.75K
|
1.1K
$25.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-5- 0.06% |
$115 - $118
|
7.92K
$187K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
289K+ 1185.87% |
$6.66M - $6.8M
|
313K
$7.39M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.1KNew |
$1.31M - $1.35M
|
56.1K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
341New |
$7.93K - $8.18K
|
341
$8.04K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$237K - $245K
|
10.2K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-189- 1.74% |
$4.4K - $4.53K
|
10.6K
$251K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-230- 25.39% |
$5.35K - $5.52K
|
676
$15.9K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64.4K- 96.22% |
$1.43M - $1.53M
|
2.53K
$59.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.6KNew |
$1.06M - $1.13M
|
47.6K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.35KNew |
$208K - $222K
|
9.35K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
69K+ 168.0% |
$1.53M - $1.64M
|
110K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.74KNew |
$105K - $112K
|
4.74K
$112K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.66K+ 11.14% |
$81.3K - $86.7K
|
36.5K
$862K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.38K- 95.84% |
$53.6K - $55.5K
|
103
$2.43K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65New |
$1.5K - $1.53K
|
65
$1.53K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
13New |
$299 - $306
|
13
$307
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74New |
$1.69K - $1.75K
|
74
$1.75K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.24KNew |
$28.4K - $29.4K
|
1.24K
$29.3K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
2.5K+ 397.46% |
$57K - $59.1K
|
3.13K
$73.8K
|
|