Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
226K+ 33.57% |
$5.27M - $5.43M
|
899K
$21.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
58.6K+ 29003.96% |
$1.37M - $1.41M
|
58.8K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
42.4KNew |
$989K - $1.02M
|
42.4K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.9K+ 82.17% |
$488K - $502K
|
46.3K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
18.2K+ 17.02% |
$424K - $436K
|
125K
$3.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
15.5KNew |
$362K - $373K
|
15.5K
$374K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
13.3K+ 2.28% |
$311K - $320K
|
598K
$14.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
11.6KNew |
$270K - $278K
|
11.6K
$279K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
10.8KNew |
$251K - $258K
|
10.8K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.47K+ 3.13% |
$104K - $107K
|
147K
$3.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.44K+ 7.23% |
$104K - $107K
|
65.8K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.04K+ 4.05% |
$70.8K - $72.9K
|
78K
$1.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.97K+ 53.43% |
$45.9K - $47.3K
|
5.65K
$136K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 2.15% |
$40.2K - $41.4K
|
81.8K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
760+ 6.78% |
$17.7K - $18.2K
|
12K
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
682New |
$15.9K - $16.4K
|
682
$16.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
307+ 1.81% |
$7.16K - $7.37K
|
17.3K
$417K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
279+ 1.25% |
$6.51K - $6.7K
|
22.5K
$543K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
136+ 0.82% |
$3.17K - $3.27K
|
16.6K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125+ 0.85% |
$2.92K - $3K
|
14.8K
$357K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
120+ 1.0% |
$2.8K - $2.88K
|
12.1K
$292K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$863 - $888
|
37
$891
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 0.47% |
$513 - $528
|
4.73K
$114K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-42- 16.34% |
$980 - $1.01K
|
215
$5.18K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-110- 0.26% |
$2.57K - $2.64K
|
42.5K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-475- 0.68% |
$11.1K - $11.4K
|
69.3K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.11K- 3.57% |
$25.8K - $26.5K
|
29.9K
$719K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.13K- 10.96% |
$26.3K - $27.1K
|
9.17K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-2.31K- 6.22% |
$53.8K - $55.4K
|
34.8K
$838K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.59K- 4.73% |
$60.3K - $62.1K
|
52.1K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.66K- 17.52% |
$62.2K - $64K
|
12.5K
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.84K- 4.65% |
$66.2K - $68.1K
|
58.1K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.41K- 1.07% |
$79.4K - $81.8K
|
316K
$7.62M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-3.47K- 9.84% |
$81K - $83.3K
|
31.8K
$766K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.33K- 3.21% |
$101K - $104K
|
130K
$3.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-7.43K- 3.97% |
$173K - $178K
|
180K
$4.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.6K- 9.24% |
$316K - $325K
|
133K
$3.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.4K- 61.27% |
$638K - $657K
|
17.3K
$417K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-132K- 88.34% |
$3.08M - $3.17M
|
17.4K
$420K
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-294K- 33.55% |
$6.87M - $7.07M
|
583K
$14M
|