Financial Advocates Investment Management Northern Lts Fd Tr Iv Inspire Transaction History

Financial Advocates Investment Management

  • $1.72 Billion
  • Q1 2024

A detailed history of Financial Advocates Investment Management transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Financial Advocates Investment Management holds 20,597 shares of IBD stock, worth $483,617. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,597
Previous 21,719 5.17%
Holding current value
$483,617
Previous $512,000 5.66%
% of portfolio
0.03%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$23.26 - $23.99 $26,097 - $26,916
-1,122 Reduced 5.17%
20,597 $483,000
Q4 2023

Feb 08, 2024
BUY
$22.22 - $23.69 $1,533 - $1,634
69 Added 0.32%
21,719 $512,000
Q3 2023

Oct 27, 2023
SELL
$22.56 - $23.35 $11,821 - $12,235
-524 Reduced 2.36%
21,650 $490,000
Q2 2023

Aug 07, 2023
SELL
$23.0 - $23.5 $13,800 - $14,100
-600 Reduced 2.63%
22,174 $511,000
Q1 2023

May 11, 2023
SELL
$22.81 - $23.65 $27,326 - $28,332
-1,198 Reduced 5.0%
22,774 $533,000
Q4 2022

Feb 14, 2023
SELL
$22.43 - $23.31 $70,990 - $73,776
-3,165 Reduced 11.66%
23,972 $552,000
Q3 2022

Nov 14, 2022
SELL
N/A
-2,787 Reduced 9.31%
27,137 $614,000
Q2 2022

Aug 12, 2022
SELL
N/A
-4,983 Reduced 14.28%
29,924 $700,000
Q1 2022

May 11, 2022
BUY
N/A
140 Added 0.4%
34,907 $851,000
Q4 2021

Feb 14, 2022
SELL
N/A
-412 Reduced 1.17%
34,767 $895,000
Q3 2021

Nov 04, 2021
BUY
N/A
705 Added 2.05%
35,179 $920,000
Q2 2021

Aug 03, 2021
SELL
N/A
-334 Reduced 0.96%
34,474 $906,000
Q1 2021

May 10, 2021
BUY
N/A
235 Added 0.68%
34,808 $900,000
Q4 2020

Feb 12, 2021
SELL
N/A
-2,364 Reduced 6.4%
34,573 $919,000
Q3 2020

Nov 04, 2020
BUY
N/A
1,671 Added 4.74%
36,937 $971,000
Q2 2020

Aug 14, 2020
BUY
N/A
1,630 Added 4.85%
35,266 $928,000
Q1 2020

Apr 29, 2020
SELL
N/A
-1,559 Reduced 4.43%
33,636 $819,000
Q4 2019

Feb 13, 2020
BUY
N/A
9,896 Added 39.12%
35,195 $905,000
Q3 2019

Nov 13, 2019
BUY
N/A
25,299 New
25,299 $650,000

Others Institutions Holding IBD

# of Institutions
66
Shares Held
8.96M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

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