A detailed history of Jones Financial Companies Lllp transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Jones Financial Companies Lllp holds 6,683 shares of ISMD stock, worth $249,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,683
Previous 6,430 3.93%
Holding current value
$249,008
Previous $228,000 13.6%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$35.1 - $39.69 $8,880 - $10,041
253 Added 3.93%
6,683 $259,000
Q2 2025

Aug 13, 2025

BUY
$29.72 - $35.6 $59,291 - $71,022
1,995 Added 44.98%
6,430 $228,000
Q1 2025

May 28, 2025

BUY
$33.87 - $38.9 $76,783 - $88,186
2,267 Added 104.57%
4,435 $151,000
Q1 2025

May 16, 2025

BUY
$33.87 - $38.9 $60,559 - $69,553
1,788 Added 470.53%
2,168 $73,000
Q4 2024

Feb 05, 2025

BUY
$36.81 - $40.75 $13,987 - $15,485
380 New
380 $14,000

Others Institutions Holding ISMD

About NORTHERN LTS FD TR IV


  • Ticker ISMD
  • Sector ETFs
  • Industry ETFs
More about ISMD
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