Envestnet Portfolio Solutions, Inc. Northern Lts Fd Tr Iv Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,768 shares of ISMD stock, worth $305,282. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,768
Previous 9,838 21.04%
Holding current value
$305,282
Previous $335,000 17.91%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$29.72 - $35.6 $61,520 - $73,692
-2,070 Reduced 21.04%
7,768 $275,000
Q1 2025

Apr 21, 2025
BUY
$33.87 - $38.9 $57,680 - $66,246
1,703 Added 20.93%
9,838 $335,000
Q4 2024

Feb 10, 2025
BUY
$36.81 - $40.75 $5,006 - $5,542
136 Added 1.7%
8,135 $305,000
Q3 2024

Oct 31, 2024
SELL
$34.03 - $38.37 $69,251 - $78,082
-2,035 Reduced 20.28%
7,999 $303,000
Q2 2024

Jul 16, 2024
BUY
$32.98 - $36.17 $330,921 - $362,929
10,034 New
10,034 $347,000

Others Institutions Holding ISMD

# of Institutions
80
Shares Held
3.91M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV

ISMD Quotes by TradingView
  • Ticker ISMD
  • Sector ETFs
  • Industry ETFs
More about ISMD
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