A detailed history of Legacy Wealth Asset Management, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 140,790 shares of IBD stock, worth $3.31 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
140,790
Previous 139,634 0.83%
Holding current value
$3.31 Million
Previous $3.26 Million 4.12%
% of portfolio
1.01%
Previous 1.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$23.25 - $24.3 $26,877 - $28,090
1,156 Added 0.83%
140,790 $3.39 Million
Q2 2024

Aug 14, 2024

BUY
$23.04 - $23.52 $258,324 - $263,706
11,212 Added 8.73%
139,634 $3.26 Million
Q1 2024

Apr 19, 2024

BUY
$23.26 - $23.99 $105,018 - $108,314
4,515 Added 3.64%
128,422 $3.02 Million
Q4 2023

Jan 10, 2024

SELL
$22.22 - $23.69 $66,748 - $71,164
-3,004 Reduced 2.37%
123,907 $2.92 Million
Q3 2023

Oct 31, 2023

SELL
$22.56 - $23.35 $93,150 - $96,412
-4,129 Reduced 3.15%
126,911 $2.87 Million
Q2 2023

Aug 04, 2023

BUY
$23.0 - $23.5 $57,500 - $58,750
2,500 Added 1.94%
131,040 $3.03 Million
Q1 2023

Apr 21, 2023

SELL
$22.81 - $23.65 $121,075 - $125,534
-5,308 Reduced 3.97%
128,540 $3.01 Million
Q4 2022

Feb 02, 2023

BUY
$22.24 - $23.31 $17,013 - $17,832
765 Added 0.57%
133,848 $3.08 Million
Q3 2022

Oct 14, 2022

SELL
$22.52 - $23.95 $440,446 - $468,414
-19,558 Reduced 12.81%
133,083 $3.01 Million
Q2 2022

Jul 19, 2022

SELL
$22.99 - $24.35 $158,539 - $167,917
-6,896 Reduced 4.32%
152,641 $3.57 Million
Q1 2022

May 12, 2022

BUY
$24.2 - $25.67 $261,698 - $277,595
10,814 Added 7.27%
159,537 $3.89 Million
Q4 2021

Feb 10, 2022

BUY
$25.72 - $26.2 $474,148 - $482,997
18,435 Added 14.15%
148,723 $3.83 Million
Q3 2021

Oct 19, 2021

BUY
$26.1 - $26.52 $132,144 - $134,270
5,063 Added 4.04%
130,288 $3.41 Million
Q2 2021

Jul 14, 2021

BUY
$25.87 - $26.29 $82,085 - $83,418
3,173 Added 2.6%
125,225 $3.29 Million
Q1 2021

Apr 20, 2021

BUY
$25.83 - $26.57 $306,111 - $314,881
11,851 Added 10.75%
122,052 $3.16 Million
Q4 2020

Mar 25, 2021

BUY
$26.24 - $26.6 $2.89 Million - $2.93 Million
110,201 New
110,201 $2.93 Million

Others Institutions Holding IBD

About NORTHERN LTS FD TR IV INSPIRE


  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
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