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 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.94K- 6.11% |
$134K - $153K
|
60.6K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.74K- 16.42% |
$161K - $185K
|
24.2K
$824K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.94K- 34.23% |
$167K - $192K
|
9.48K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.85K- 10.84% |
$198K - $228K
|
48.2K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.12K- 21.03% |
$207K - $238K
|
23K
$784K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-11.4K- 4.85% |
$385K - $443K
|
223K
$7.61M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12K- 48.94% |
$408K - $468K
|
12.6K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-14.6K- 18.46% |
$494K - $567K
|
64.4K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-16.3K- 6.78% |
$552K - $634K
|
224K
$7.64M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.9K- 47.19% |
$573K - $658K
|
18.9K
$646K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24.5K- 85.86% |
$830K - $954K
|
4.04K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-25.6K- 44.5% |
$867K - $996K
|
31.9K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-54.2K- 4.02% |
$1.84M - $2.11M
|
1.3M
$44.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-127K- 45.35% |
$4.29M - $4.93M
|
153K
$5.21M
|