Purchases and Sales Made in Q2 2025 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
44KNew |
$1.47M - $1.82M
|
44K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
38.6K+ 321.48% |
$1.29M - $1.59M
|
50.6K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.5KNew |
$285K - $351K
|
8.5K
$361K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
5.12KNew |
$172K - $212K
|
5.12K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
5.1KNew |
$171K - $211K
|
5.1K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5KNew |
$168K - $207K
|
5K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.95KNew |
$166K - $205K
|
4.95K
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
4.9KNew |
$164K - $202K
|
4.9K
$208K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.8K+ 2.66% |
$161K - $199K
|
185K
$7.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.95K+ 12.31% |
$132K - $163K
|
36K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.88K+ 36.61% |
$96.5K - $119K
|
10.8K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.6K+ 17.81% |
$87.1K - $107K
|
17.2K
$731K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.38K+ 22.28% |
$46.1K - $56.9K
|
7.55K
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.29K+ 1.95% |
$43.1K - $53.2K
|
67.4K
$2.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.11K+ 0.97% |
$37.1K - $45.8K
|
116K
$4.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 2.1% |
$36.3K - $44.8K
|
52.6K
$2.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
468+ 0.74% |
$15.7K - $19.3K
|
63.7K
$2.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
152+ 1.36% |
$5.09K - $6.28K
|
11.3K
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
23+ 0.33% |
$771 - $951
|
6.98K
$297K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.18% |
$33.5 - $41.3
|
554
$23.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-14- 0.09% |
$469 - $579
|
15.6K
$664K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-45- 0.63% |
$1.51K - $1.86K
|
7.09K
$301K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-129- 0.35% |
$4.32K - $5.33K
|
37.1K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-159- 1.84% |
$5.33K - $6.57K
|
8.46K
$360K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-318- 41.25% |
$10.7K - $13.1K
|
453
$19.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-480- 8.01% |
$16.1K - $19.8K
|
5.51K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-553- 3.89% |
$18.5K - $22.9K
|
13.7K
$581K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.32K- 37.03% |
$44.4K - $54.7K
|
2.25K
$95.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-2.04K- 27.12% |
$68.3K - $84.3K
|
5.48K
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.67K- 16.3% |
$89.6K - $111K
|
13.7K
$584K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.84K- 72.95% |
$129K - $159K
|
1.42K
$60.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-5.05K- 3.24% |
$169K - $209K
|
151K
$6.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.31K- 23.74% |
$211K - $261K
|
20.3K
$862K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.81K- 28.29% |
$295K - $364K
|
22.3K
$950K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-10.4K- 14.35% |
$347K - $429K
|
61.9K
$2.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-13.1K- 72.8% |
$439K - $541K
|
4.89K
$208K
|