Purchases and Sales Made in Q2 2022 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
95.4K+ 12.37% |
$2.65M - $3.19M
|
866K
$32.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
71.8K+ 17.78% |
$1.99M - $2.4M
|
475K
$17.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
67.5K+ 50.97% |
$1.88M - $2.26M
|
200K
$7.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.9K+ 13.48% |
$442K - $532K
|
134K
$4.96M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
11.7K+ 5.94% |
$324K - $390K
|
208K
$7.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6K+ 26.11% |
$293K - $353K
|
51K
$1.89M
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.97K+ 6.43% |
$194K - $233K
|
115K
$4.27M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.12K+ 378.84% |
$170K - $205K
|
7.74K
$286K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.75K+ 69.49% |
$104K - $125K
|
9.15K
$339K
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.39K+ 8.67% |
$66.5K - $80K
|
30K
$1.11M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 3.0% |
$46.9K - $56.4K
|
58K
$2.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.33K+ 14.59% |
$36.9K - $44.4K
|
10.4K
$386K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.21K+ 6.33% |
$33.6K - $40.4K
|
20.3K
$751K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
1.14K+ 6.32% |
$31.7K - $38.1K
|
19.2K
$711K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.11K+ 12.91% |
$30.7K - $36.9K
|
9.67K
$358K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
887+ 0.78% |
$24.6K - $29.7K
|
115K
$4.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
352+ 1.91% |
$9.78K - $11.8K
|
18.8K
$694K
|
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
181+ 115.29% |
$5.03K - $6.05K
|
338
$12.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
163+ 0.54% |
$4.53K - $5.45K
|
30.2K
$1.12M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.39% |
$2.92K - $3.51K
|
27.2K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70New |
$1.95K - $2.34K
|
70
$2.59K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
50New |
$1.39K - $1.67K
|
50
$1.85K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
43New |
$1.19K - $1.44K
|
43
$1.59K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-29- 14.72% |
$806 - $969
|
168
$6.22K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-35- 1.1% |
$973 - $1.17K
|
3.15K
$117K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-50Closed |
$1.39K - $1.67K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-121- 1.17% |
$3.36K - $4.05K
|
10.2K
$379K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-142- 0.47% |
$3.95K - $4.75K
|
30K
$1.11M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-165- 2.25% |
$4.59K - $5.52K
|
7.16K
$265K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-165- 2.25% |
$4.59K - $5.52K
|
7.16K
$265K
|
|
|
Jul 11, 2022
Q2 2022
|
Paradiem, LLC
|
SELL
|
- |
-297- 0.13% |
$8.25K - $9.93K
|
225K
$8.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-479- 4.03% |
$13.3K - $16K
|
11.4K
$422K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-588- 0.66% |
$16.3K - $19.7K
|
88.3K
$3.27M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-860- 4.37% |
$23.9K - $28.7K
|
18.8K
$696K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-910Closed |
$25.3K - $30.4K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-930- 4.56% |
$25.8K - $31.1K
|
19.5K
$720K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.23K- 3.31% |
$34.1K - $41K
|
35.8K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.28K- 55.65% |
$35.6K - $42.8K
|
1.02K
$37.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.61K- 6.85% |
$100K - $121K
|
49K
$1.81M
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.28K- 35.21% |
$119K - $143K
|
7.88K
$291K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.4KClosed |
$178K - $214K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.28KClosed |
$230K - $277K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-8.62K- 45.38% |
$239K - $288K
|
10.4K
$384K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.4KClosed |
$318K - $382K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-22.5K- 25.24% |
$626K - $753K
|
66.7K
$2.47M
|