Envestnet Asset Management Inc Northern Lts Fd Tr Iv Inspire Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Envestnet Asset Management Inc holds 134,761 shares of IBD stock, worth $3.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

134,761

Previous 130,770 3.05%

Holding current value

$3.2 Million

Previous $3.07 Million 4.4%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$23.28 - $23.95 $92,910 - $95,584	3,991 Added 3.05%	134,761 $3.2 Million
Q4 2024 Feb 12, 2025	SELL	$23.42 - $24.2 $204,222 - $211,024	-8,720 Reduced 6.25%	130,770 $3.07 Million
Q3 2024 Nov 06, 2024	BUY	$23.25 - $24.3 $39,618 - $41,407	1,704 Added 1.24%	139,490 $3.36 Million
Q2 2024 Aug 08, 2024	SELL	$23.04 - $23.52 $264,107 - $269,609	-11,463 Reduced 7.68%	137,786 $3.21 Million
Q1 2024 May 13, 2024	BUY	$23.26 - $23.99 $219,713 - $226,609	9,446 Added 6.76%	149,249 $3.5 Million
Q4 2023 Feb 13, 2024	SELL	$22.22 - $23.69 $386,428 - $411,992	-17,391 Reduced 11.06%	139,803 $3.3 Million
Q3 2023 Nov 13, 2023	BUY	$22.56 - $23.35 $365,652 - $378,456	16,208 Added 11.5%	157,194 $3.56 Million
Q2 2023 Aug 04, 2023	SELL	$23.0 - $23.5 $44,459 - $45,425	-1,933 Reduced 1.35%	140,986 $3.26 Million
Q1 2023 May 11, 2023	BUY	$22.81 - $23.65 $125,797 - $130,429	5,515 Added 4.01%	142,919 $3.35 Million
Q4 2022 Feb 07, 2023	BUY	$22.24 - $23.31 $215,416 - $225,780	9,686 Added 7.58%	137,404 $3.17 Million
Q3 2022 Nov 10, 2022	SELL	$22.52 - $23.95 $133,273 - $141,736	-5,918 Reduced 4.43%	127,718 $2.89 Million
Q2 2022 Aug 03, 2022	SELL	$22.99 - $24.35 $60,348 - $63,918	-2,625 Reduced 1.93%	133,636 $3.13 Million
Q1 2022 May 04, 2022	BUY	$24.2 - $25.67 $311,938 - $330,886	12,890 Added 10.45%	136,261 $3.32 Million
Q4 2021 Feb 04, 2022	SELL	$25.72 - $26.2 $662,135 - $674,492	-25,744 Reduced 17.26%	123,371 $3.18 Million
Q3 2021 Oct 07, 2021	BUY	$26.1 - $26.52 $120,060 - $121,992	4,600 Added 3.18%	149,115 $3.9 Million
Q2 2021 Aug 04, 2021	BUY	$25.87 - $26.29 $291,968 - $296,708	11,286 Added 8.47%	144,515 $3.8 Million
Q1 2021 May 04, 2021	BUY	$25.83 - $26.57 $396,748 - $408,115	15,360 Added 13.03%	133,229 $3.45 Million
Q4 2020 Feb 02, 2021	BUY	$26.24 - $26.6 $109,578 - $111,081	4,176 Added 3.67%	117,869 $3.13 Million
Q3 2020 Oct 09, 2020	SELL	$26.25 - $26.63 $359,703 - $364,910	-13,703 Reduced 10.76%	113,693 $2.99 Million
Q2 2020 Jul 08, 2020	BUY	$24.15 - $26.52 $1.36 Million - $1.49 Million	56,217 Added 78.98%	127,396 $3.35 Million
Q1 2020 Apr 23, 2020	SELL	$22.03 - $26.32 $40,755 - $48,692	-1,850 Reduced 2.53%	71,179 $1.73 Million
Q4 2019 Feb 11, 2020	BUY	$25.57 - $25.9 $460 - $466	18 Added 0.02%	73,029 $1.88 Million
Q3 2019 Oct 17, 2019	SELL	$25.53 - $25.86 $328,264 - $332,507	-12,858 Reduced 14.97%	73,011 $1.88 Million
Q2 2019 Aug 02, 2019	BUY	N/A	26,966 Added 45.78%	85,869 $2.2 Million
Q1 2019 May 10, 2019	BUY	N/A	7,248 Added 14.03%	58,903 $1.48 Million
Q4 2018 Feb 13, 2019	BUY	N/A	51,655 New	51,655 $1.26 Million

Others Institutions Holding IBD

# of Institutions

Shares Held

12.1M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

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Envestnet Asset Management Inc Northern Lts Fd Tr Iv Inspire Transaction History