Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
61.4KNew |
$1.43M - $1.47M
|
61.4K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
39.5K+ 97.39% |
$920K - $946K
|
80.1K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
25.4KNew |
$592K - $609K
|
25.4K
$601K
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
18.7K+ 2.18% |
$436K - $449K
|
877K
$20.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
8.74K+ 8.91% |
$203K - $209K
|
107K
$2.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.59K+ 33.51% |
$130K - $134K
|
22.3K
$526K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.59K+ 9.12% |
$60.3K - $62K
|
31K
$732K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.57K+ 13.7% |
$59.8K - $61.5K
|
21.3K
$504K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.99K+ 1.41% |
$46.3K - $47.6K
|
143K
$3.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
792+ 1.07% |
$18.4K - $19K
|
75K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
353+ 3.03% |
$8.22K - $8.45K
|
12K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
290+ 0.68% |
$6.75K - $6.95K
|
42.6K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
55+ 0.33% |
$1.28K - $1.32K
|
16.5K
$390K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-800- 6.66% |
$18.6K - $19.2K
|
11.2K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1KClosed |
$23.3K - $24K
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.65K- 9.71% |
$38.4K - $39.5K
|
15.3K
$363K
|