Purchases and Sales Made in Q1 2025 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.1K+ 146.02% |
$919K - $1.06M
|
45.7K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.8K+ 4.77% |
$230K - $264K
|
149K
$5.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.51KNew |
$220K - $253K
|
6.51K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.69K+ 9.53% |
$57.3K - $65.9K
|
19.5K
$666K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329New |
$11.1K - $12.8K
|
329
$11.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
278+ 0.71% |
$9.42K - $10.8K
|
39.4K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
168+ 2.92% |
$5.69K - $6.54K
|
5.92K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-297- 3.71% |
$10.1K - $11.6K
|
7.7K
$263K
|