Latest Institutional Transactions on Northern Lts Fd Tr Iv (ISMD)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv (ISMD) 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 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 0.29% |
$408 - $460
|
4.12K
$156K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
153+ 2.6% |
$5.21K - $5.87K
|
6.03K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.2K- 35.91% |
$40.9K - $46.1K
|
2.15K
$81.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.37% |
$510 - $576
|
4.06K
$153K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
75New |
$2.55K - $2.88K
|
75
$2.84K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.04K- 20.28% |
$69.3K - $78.1K
|
8K
$302K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.92KNew |
$99.2K - $112K
|
2.92K
$110K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64- 0.14% |
$2.18K - $2.46K
|
46.8K
$1.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.77K+ 17.32% |
$128K - $144K
|
25.5K
$964K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-51- 2.93% |
$1.74K - $1.96K
|
1.69K
$63.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
44+ 0.15% |
$1.5K - $1.69K
|
29.9K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-249- 1.32% |
$8.47K - $9.55K
|
18.7K
$706K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.91K- 2.37% |
$64.9K - $73.2K
|
78.6K
$2.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
36+ 3.99% |
$1.23K - $1.38K
|
939
$35.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.17K+ 0.82% |
$39.6K - $44.7K
|
143K
$5.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-607- 5.85% |
$20.7K - $23.3K
|
9.76K
$369K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
34+ 0.41% |
$1.16K - $1.3K
|
8.32K
$314K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$34 - $38.4
|
233
$8.81K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
842+ 8.17% |
$28.7K - $32.3K
|
11.2K
$422K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.64KNew |
$192K - $217K
|
5.64K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
591+ 7.29% |
$20.1K - $22.7K
|
8.7K
$329K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.12K- 16.32% |
$174K - $196K
|
26.3K
$993K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
304+ 0.84% |
$10.3K - $11.7K
|
36.5K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
32K+ 2.48% |
$1.09M - $1.23M
|
1.32M
$50M
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.44K+ 2.61% |
$185K - $209K
|
214K
$8.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 78.09% |
$49.9K - $56.2K
|
411
$15.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.54KNew |
$223K - $251K
|
6.54K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-50.9K- 47.92% |
$1.73M - $1.95M
|
55.4K
$2.09M
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
358New |
$11.8K - $12.9K
|
358
$13.5K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.21K+ 10.75% |
$39.8K - $43.7K
|
12.4K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.3K- 49.06% |
$538K - $590K
|
16.9K
$640K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
500New |
$16.5K - $18.1K
|
500
$18.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-303- 80.37% |
$9.99K - $11K
|
74
$2.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-9.29K- 3.34% |
$306K - $336K
|
269K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-13.1K- 46.94% |
$432K - $474K
|
14.8K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.15K- 6.69% |
$38K - $41.6K
|
16.1K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-25.4K- 9.74% |
$839K - $920K
|
236K
$8.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.58K- 31.2% |
$217K - $238K
|
14.5K
$548K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-63K- 59.9% |
$2.08M - $2.28M
|
42.2K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.02% |
$66 - $72.3
|
12.7K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$352K - $386K
|
10.7K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.2K- 88.23% |
$1.79M - $1.96M
|
7.23K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 33.59% |
$417K - $457K
|
50.3K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.28K- 96.53% |
$75.2K - $82.5K
|
82
$3.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 35.29% |
$1.98K - $2.17K
|
110
$4.16K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.89K+ 17.44% |
$161K - $177K
|
32.9K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
38.5KNew |
$1.27M - $1.39M
|
38.5K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
37New |
$1.22K - $1.34K
|
37
$1.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.25K- 38.0% |
$305K - $334K
|
15.1K
$570K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
611+ 4.92% |
$20.2K - $22.1K
|
13K
$493K
|
|