Purchases and Sales Made in Q4 2025 in Northern Lts Fd Tr Iv Inspire (IBD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (IBD) during Q4 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
585KNew |
$14M - $14.3M
|
585K
$14.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31.9K+ 200.43% |
$766K - $779K
|
47.9K
$1.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
26.6K+ 92.6% |
$638K - $648K
|
55.3K
$1.33M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.9K+ 51.47% |
$333K - $339K
|
40.9K
$984K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8K+ 5.27% |
$192K - $195K
|
160K
$3.84M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.95K+ 9.43% |
$191K - $194K
|
92.2K
$2.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
5.08K+ 3.84% |
$122K - $124K
|
137K
$3.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.14K+ 1.95% |
$27.2K - $27.7K
|
59.4K
$1.43M
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
963+ 4.26% |
$23.1K - $23.5K
|
23.6K
$568K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
959+ 2.44% |
$23K - $23.4K
|
40.3K
$970K
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
534+ 3.71% |
$12.8K - $13K
|
14.9K
$359K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.02% |
$48 - $48.7
|
11.4K
$274K
|
|
|
Jan 15, 2026
Q4 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-30.6K- 42.34% |
$735K - $747K
|
41.7K
$1M
|
|