Ifp Advisors, Inc Northern Lts Fd Tr Iv Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

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 516 shares of ISMD stock, worth $19,974. This represents 0.0% of its overall portfolio holdings.

Number of Shares

516

Holding current value

$19,974

% of portfolio

0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3.27M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

1.32M
Shares

$51.2 Million
6.8% of portfolio
Pax Financial Group, LLC San Antonio, TX

255K
Shares

$9.88 Million
1.82% of portfolio
Creative One Wealth, LLC Overland Park, KS

244K
Shares

$9.45 Million
0.34% of portfolio
Inspire Investing, LLC Meridian, ID

214K
Shares

$8.28 Million
0.84% of portfolio
Lpl Financial LLC Fort Mill, SC

158K
Shares

$6.13 Million
0.0% of portfolio

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
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