Purchases and Sales Made in Q3 2024 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q3 2024. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
32K+ 2.48% |
$1.09M - $1.23M
|
1.32M
$48.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.54KNew |
$223K - $251K
|
6.54K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.64KNew |
$192K - $217K
|
5.64K
$209K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.44K+ 2.61% |
$185K - $209K
|
214K
$7.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.77K+ 17.32% |
$128K - $144K
|
25.5K
$944K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.92KNew |
$99.2K - $112K
|
2.92K
$108K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.17K+ 0.82% |
$39.6K - $44.7K
|
143K
$5.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
842+ 8.17% |
$28.7K - $32.3K
|
11.2K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
591+ 7.29% |
$20.1K - $22.7K
|
8.7K
$322K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
304+ 0.84% |
$10.3K - $11.7K
|
36.5K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
153+ 2.6% |
$5.21K - $5.87K
|
6.03K
$223K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
75New |
$2.55K - $2.88K
|
75
$2.78K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
44+ 0.15% |
$1.5K - $1.69K
|
29.9K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
36+ 3.99% |
$1.23K - $1.38K
|
939
$34.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
34+ 0.41% |
$1.16K - $1.3K
|
8.32K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.37% |
$510 - $576
|
4.06K
$150K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 0.29% |
$408 - $460
|
4.12K
$152K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$34 - $38.4
|
233
$8.62K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-51- 2.93% |
$1.74K - $1.96K
|
1.69K
$62.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64- 0.14% |
$2.18K - $2.46K
|
46.8K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-249- 1.32% |
$8.47K - $9.55K
|
18.7K
$691K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-607- 5.85% |
$20.7K - $23.3K
|
9.76K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.2K- 35.91% |
$40.9K - $46.1K
|
2.15K
$79.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 78.09% |
$49.9K - $56.2K
|
411
$15.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.91K- 2.37% |
$64.9K - $73.2K
|
78.6K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.04K- 20.28% |
$69.3K - $78.1K
|
8K
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.12K- 16.32% |
$174K - $196K
|
26.3K
$971K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-50.9K- 47.92% |
$1.73M - $1.95M
|
55.4K
$2.05M
|