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

Financial Advocates Investment Management

$1.78 Billion
Q3 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 20,163 shares of IBD stock, worth $477,863. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,163

Previous 20,561 1.94%

Holding current value

$477,863

Previous $479,000 1.25%

% of portfolio

0.03%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$23.25 - $24.3 $9,253 - $9,671	-398 Reduced 1.94%	20,163 $485,000
Q2 2024 Jul 26, 2024	SELL	$23.04 - $23.52 $829 - $846	-36 Reduced 0.17%	20,561 $479,000
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	$22.24 - $23.31 $70,389 - $73,776	-3,165 Reduced 11.66%	23,972 $552,000
Q3 2022 Nov 14, 2022	SELL	$22.52 - $23.95 $62,763 - $66,748	-2,787 Reduced 9.31%	27,137 $614,000
Q2 2022 Aug 12, 2022	SELL	$22.99 - $24.35 $114,559 - $121,336	-4,983 Reduced 14.28%	29,924 $700,000
Q1 2022 May 11, 2022	BUY	$24.2 - $25.67 $3,388 - $3,593	140 Added 0.4%	34,907 $851,000
Q4 2021 Feb 14, 2022	SELL	$25.72 - $26.2 $10,596 - $10,794	-412 Reduced 1.17%	34,767 $895,000
Q3 2021 Nov 04, 2021	BUY	$26.1 - $26.52 $18,400 - $18,696	705 Added 2.05%	35,179 $920,000
Q2 2021 Aug 03, 2021	SELL	$25.87 - $26.29 $8,640 - $8,780	-334 Reduced 0.96%	34,474 $906,000
Q1 2021 May 10, 2021	BUY	$25.83 - $26.57 $6,070 - $6,243	235 Added 0.68%	34,808 $900,000
Q4 2020 Feb 12, 2021	SELL	$26.24 - $26.6 $62,031 - $62,882	-2,364 Reduced 6.4%	34,573 $919,000
Q3 2020 Nov 04, 2020	BUY	$26.25 - $26.63 $43,863 - $44,498	1,671 Added 4.74%	36,937 $971,000
Q2 2020 Aug 14, 2020	BUY	$24.15 - $26.52 $39,364 - $43,227	1,630 Added 4.85%	35,266 $928,000
Q1 2020 Apr 29, 2020	SELL	$22.03 - $26.32 $34,344 - $41,032	-1,559 Reduced 4.43%	33,636 $819,000
Q4 2019 Feb 13, 2020	BUY	$25.57 - $25.9 $253,040 - $256,306	9,896 Added 39.12%	35,195 $905,000
Q3 2019 Nov 13, 2019	BUY	$25.53 - $25.86 $645,883 - $654,232	25,299 New	25,299 $650,000

Others Institutions Holding IBD

# of Institutions

Shares Held

11.7M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

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