Purchases and Sales Made in Q3 2025 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
146K+ 46.17% |
$5.11M - $5.78M
|
461K
$17.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.49KNew |
$228K - $257K
|
6.49K
$248K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.08K+ 1.8% |
$38K - $43K
|
61.1K
$2.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
504+ 3.16% |
$17.7K - $20K
|
16.5K
$630K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
354+ 4.85% |
$12.4K - $14.1K
|
7.65K
$292K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
183+ 11.92% |
$6.42K - $7.26K
|
1.72K
$65.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
149+ 0.73% |
$5.23K - $5.91K
|
20.5K
$784K
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
13+ 3.35% |
$456 - $516
|
401
$15.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-112- 1.06% |
$3.93K - $4.45K
|
10.4K
$399K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-336- 29.27% |
$11.8K - $13.3K
|
812
$31K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-366- 0.82% |
$12.8K - $14.5K
|
44.5K
$1.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-367- 5.01% |
$12.9K - $14.6K
|
6.96K
$266K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.51K- 9.45% |
$53K - $60K
|
14.5K
$554K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.74K- 9.04% |
$61.1K - $69.1K
|
17.5K
$670K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-8.31K- 3.62% |
$292K - $330K
|
222K
$8.47M
|