Purchases and Sales Made in Q4 2025 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
124KNew |
$4.63M - $4.89M
|
124K
$4.64M
|
|
|
Jan 26, 2026
Q4 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
55KNew |
$2.04M - $2.16M
|
55K
$2.05M
|
|
|
Jan 27, 2026
Q4 2025
|
Q3 Asset Management
|
BUY
|
- |
8.69KNew |
$323K - $341K
|
8.69K
$324K
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.67K+ 124.63% |
$285K - $301K
|
13.8K
$515K
|
|
|
Jan 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.65KNew |
$210K - $222K
|
5.65K
$211K
|
|
|
Jan 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.25KNew |
$195K - $206K
|
5.25K
$196K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.46K+ 18.31% |
$129K - $136K
|
22.4K
$834K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
2.34K+ 5.88% |
$87.2K - $92.2K
|
42.2K
$1.57M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.81K+ 18.08% |
$67.5K - $71.3K
|
11.8K
$441K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 61.76% |
$39.5K - $41.7K
|
2.78K
$104K
|
|
|
Jan 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
940+ 6.49% |
$35K - $37K
|
15.4K
$575K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
834New |
$31K - $32.8K
|
834
$31.1K
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
516+ 2.52% |
$19.2K - $20.3K
|
21K
$783K
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
386+ 5.95% |
$14.4K - $15.2K
|
6.87K
$256K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
74+ 0.71% |
$2.75K - $2.91K
|
10.5K
$391K
|
|
|
Jan 29, 2026
Q4 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
23New |
$855 - $904
|
23
$857
|
|
|
Jan 30, 2026
Q4 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
15+ 3.74% |
$558 - $590
|
416
$15.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.89K- 11.44% |
$70.1K - $74.1K
|
14.6K
$544K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.68K- 13.79% |
$137K - $145K
|
23K
$857K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-41.6K- 68.1% |
$1.55M - $1.64M
|
19.5K
$726K
|
|