Ifp Advisors, Inc Northern Lts Fd Tr Iv Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Ifp Advisors, Inc holds 43,220 shares of ISMD stock, worth $1.51 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

43,220

Previous 41,542 4.04%

Holding current value

$1.51 Million

Previous $1.56 Million 5.39%

% of portfolio

0.05%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$33.87 - $38.9 $56,833 - $65,274	1,678 Added 4.04%	43,220 $1.47 Million
Q4 2024 Feb 04, 2025	BUY	$36.81 - $40.75 $590,432 - $653,630	16,040 Added 62.9%	41,542 $1.56 Million
Q3 2024 Feb 04, 2025	BUY	$34.03 - $38.37 $850,273 - $958,712	24,986 Added 4842.25%	25,502 $966,000
Q2 2024 Jul 30, 2024	BUY	$32.98 - $36.17 $17,017 - $18,663	516 New	516 $17,000
Q2 2022 Sep 06, 2022	BUY	$27.79 - $33.43 $1,389 - $1,671	50 New	50 $3,000
Q2 2022 Aug 12, 2022	SELL	$27.79 - $33.43 $1,389 - $1,671	-50 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$31.66 - $35.78 $1,583 - $1,789	50 New	50 $0
Q3 2021 Oct 06, 2021	SELL	$34.04 - $37.0 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$35.28 - $37.99 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$29.71 - $37.21 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$22.94 - $30.21 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$21.8 - $24.95 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$17.47 - $25.13 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$16.4 - $28.76 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$25.2 - $28.4 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	SELL	$26.24 - $27.29 $24,324 - $25,297	-927 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-514 Reduced 35.67%	927 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-1,590 Reduced 52.46%	1,441 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-3,876 Reduced 56.12%	3,031 $0
Q1 2018 Jun 03, 2019	BUY	N/A	1,636 Added 31.04%	6,907 $183,000
Q1 2018 May 09, 2018	SELL	N/A	-1,636 Reduced 23.69%	5,271 $0
Q4 2017 Jan 24, 2018	BUY	N/A	2,122 Added 44.35%	6,907 $0
Q2 2017 Jun 03, 2019	BUY	N/A	3,858 Added 416.18%	4,785 $121,000
Q1 2016 Jun 03, 2019	BUY	N/A	927	927 $24,000

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.58M

Call Options Held

Put Options Held

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
Sector ETFs
Industry ETFs

More about ISMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account