Purchases and Sales Made in Q2 2025 in Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD) 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
113K+ 561.16% |
$3.1M - $3.88M
|
133K
$4.66M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35.5K+ 61.14% |
$975K - $1.22M
|
93.7K
$3.28M
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
16.9K+ 68.23% |
$463K - $579K
|
41.6K
$1.46M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.98KNew |
$246K - $308K
|
8.98K
$315K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.04K+ 36.05% |
$166K - $207K
|
22.8K
$798K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.83K+ 42.49% |
$160K - $200K
|
19.5K
$685K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.81K+ 1.74% |
$159K - $200K
|
340K
$11.9M
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.3K+ 38.05% |
$118K - $148K
|
15.6K
$547K
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
3.53K+ 16.35% |
$96.7K - $121K
|
25.1K
$880K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.52KNew |
$69.1K - $86.5K
|
2.52K
$88.3K
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.47K+ 15.21% |
$40.4K - $50.6K
|
11.2K
$391K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.46K+ 2.58% |
$39.9K - $50K
|
57.8K
$2.02M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$6.86K - $8.58K
|
250
$8.76K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
222New |
$6.09K - $7.62K
|
222
$7.78K
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
200+ 0.42% |
$5.49K - $6.86K
|
47.3K
$1.66M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53+ 0.66% |
$1.45K - $1.82K
|
8.13K
$285K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-194- 3.88% |
$5.32K - $6.66K
|
4.81K
$169K
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-373- 3.84% |
$10.2K - $12.8K
|
9.35K
$328K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-580- 5.93% |
$15.9K - $19.9K
|
9.2K
$322K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-840- 28.82% |
$23K - $28.8K
|
2.08K
$72.7K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.68K- 18.85% |
$73.6K - $92.1K
|
11.6K
$405K
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-49.9K- 9.63% |
$1.37M - $1.71M
|
468K
$16.4M
|