Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
124K+ 78.42% |
$4.19M - $4.41M
|
282K
$9.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31.9K+ 34.1% |
$1.08M - $1.14M
|
126K
$4.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.25K+ 13.99% |
$312K - $329K
|
75.4K
$2.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8.35K+ 3.36% |
$282K - $297K
|
257K
$9.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
6.33K+ 13.48% |
$214K - $225K
|
53.3K
$1.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.62K+ 13.51% |
$190K - $200K
|
47.2K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.31K+ 6.34% |
$179K - $189K
|
89.1K
$3.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.7K+ 10.75% |
$91.1K - $95.9K
|
27.8K
$984K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
785New |
$26.5K - $27.9K
|
785
$27.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
570+ 1.21% |
$19.2K - $20.3K
|
47.9K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
333+ 2.06% |
$11.2K - $11.8K
|
16.5K
$584K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
204+ 11.41% |
$6.89K - $7.25K
|
1.99K
$70.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-272- 0.47% |
$9.18K - $9.67K
|
57.5K
$2.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-815- 8.71% |
$27.5K - $29K
|
8.54K
$302K
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.02K- 9.14% |
$34.4K - $36.3K
|
10.1K
$359K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.1K- 7.99% |
$37K - $38.9K
|
12.6K
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.18K- 24.58% |
$39.9K - $42K
|
3.63K
$128K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.06K- 0.9% |
$103K - $109K
|
337K
$11.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.93K- 37.49% |
$200K - $211K
|
9.89K
$350K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-10.8K- 9.98% |
$366K - $385K
|
97.7K
$3.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-16.1K- 3.43% |
$542K - $571K
|
452K
$16M
|