J.W. Cole Advisors, Inc. Northern Lts Fd Tr Iv Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 23,791 shares of BIBL stock, worth $1.06 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

23,791

Previous 23,660 0.55%

Holding current value

$1.06 Million

Previous $908,000 8.26%

% of portfolio

0.02%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$33.5 - $41.33 $4,388 - $5,414	131 Added 0.55%	23,791 $983,000
Q1 2025 May 05, 2025	BUY	$37.55 - $41.94 $17,948 - $20,047	478 Added 2.06%	23,660 $908,000
Q4 2024 Jan 30, 2025	BUY	$38.73 - $42.41 $20,178 - $22,095	521 Added 2.3%	23,182 $902,000
Q3 2024 Oct 24, 2024	BUY	$36.61 - $40.67 $25,883 - $28,753	707 Added 3.22%	22,661 $921,000
Q2 2024 Aug 08, 2024	BUY	$36.1 - $38.73 $792,539 - $850,278	21,954 New	21,954 $833,000

Others Institutions Holding BIBL

# of Institutions

121

Shares Held

5.2M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV

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J.W. Cole Advisors, Inc. Northern Lts Fd Tr Iv Transaction History