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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
566K+ 5192.01% |
$13.5M - $13.8M
|
577K
$13.9M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-25.6K- 8.1% |
$610K - $622K
|
291K
$7M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-5.53K- 17.38% |
$132K - $134K
|
26.3K
$633K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
97.9KNew |
$2.33M - $2.38M
|
97.9K
$2.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
120+ 0.77% |
$2.86K - $2.91K
|
15.7K
$377K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26K- 56.09% |
$619K - $631K
|
20.4K
$490K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
148K+ 5.02% |
$3.51M - $3.59M
|
3.09M
$74.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
45.8K+ 499.17% |
$1.09M - $1.11M
|
55K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
3.13K+ 1.74% |
$74.5K - $76.1K
|
183K
$4.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
22.2K+ 103.64% |
$529K - $540K
|
43.6K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.06K+ 902.56% |
$25.1K - $25.7K
|
1.17K
$28.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.85K+ 2.37% |
$44.1K - $45K
|
79.9K
$1.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
64.8K+ 48.63% |
$1.54M - $1.57M
|
198K
$4.77M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.43KNew |
$201K - $205K
|
8.43K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.24K+ 30.32% |
$125K - $127K
|
22.5K
$543K
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
2.07K+ 961.4% |
$49.2K - $50.2K
|
2.28K
$55K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
128+ 0.22% |
$3.05K - $3.11K
|
58.2K
$1.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
89+ 0.39% |
$2.12K - $2.16K
|
22.6K
$545K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.88K+ 35.31% |
$140K - $143K
|
22.5K
$542K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
7.34K+ 5.88% |
$175K - $178K
|
132K
$3.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.15K- 3.85% |
$27.4K - $27.9K
|
28.7K
$691K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6.48KNew |
$154K - $157K
|
6.48K
$156K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
63.3K+ 10.59% |
$1.51M - $1.54M
|
661K
$15.9M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 3.05% |
$59.4K - $60.6K
|
84.3K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
7.25K+ 54.82% |
$173K - $176K
|
20.5K
$493K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.45K+ 3.02% |
$106K - $108K
|
152K
$3.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.81K+ 24.3% |
$66.9K - $68.3K
|
14.4K
$347K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.23K- 7.59% |
$76.8K - $78.4K
|
39.3K
$947K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-732- 6.04% |
$17.4K - $17.8K
|
11.4K
$274K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.35K- 11.26% |
$32.1K - $32.8K
|
10.6K
$256K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
9.17KNew |
$218K - $223K
|
9.17K
$221K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
952+ 13.17% |
$22.2K - $22.9K
|
8.18K
$197K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
518New |
$12.1K - $12.4K
|
518
$12.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12+ 60.0% |
$280 - $288
|
32
$771
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.26K+ 8.6% |
$29.3K - $30.2K
|
15.9K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
134New |
$3.13K - $3.22K
|
134
$3.23K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
27.5KNew |
$643K - $661K
|
27.5K
$663K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.53K+ 24.77% |
$106K - $109K
|
22.8K
$549K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.9K+ 173.06% |
$44.2K - $45.5K
|
2.99K
$72K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-172- 0.6% |
$4.01K - $4.13K
|
28.7K
$691K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
987+ 4.16% |
$23K - $23.7K
|
24.7K
$595K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.66K- 17.52% |
$62.2K - $64K
|
12.5K
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
10.8KNew |
$251K - $258K
|
10.8K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
682New |
$15.9K - $16.4K
|
682
$16.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-2.31K- 6.22% |
$53.8K - $55.4K
|
34.8K
$838K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$863 - $888
|
37
$891
|
|
| Q1 2025 | |||||||
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-2.55K- 11.3% |
$59.4K - $61.1K
|
20K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$503K - $517K
|
21.6K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17KNew |
$396K - $407K
|
17K
$410K
|
|