Oliver Lagore Vanvalin Investment Group Northern Lts Fd Tr Iv Transaction History

Oliver Lagore Vanvalin Investment Group

$370 Million
Q4 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 1,522 shares of ISMD stock, worth $51,930. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,522

Previous 2,145 29.04%

Holding current value

$51,930

Previous $81,000 29.63%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Apr 01, 2025	SELL	$36.81 - $40.75 $22,932 - $25,387	-623 Reduced 29.04%	1,522 $57,000
Q3 2024 Nov 04, 2024	SELL	$34.03 - $38.37 $40,904 - $46,120	-1,202 Reduced 35.91%	2,145 $81,000
Q2 2024 Aug 15, 2024	SELL	$32.98 - $36.17 $626 - $687	-19 Reduced 0.56%	3,347 $115,000
Q1 2024 May 15, 2024	BUY	$32.83 - $36.01 $20,453 - $22,434	623 Added 22.71%	3,366 $121,000
Q4 2023 Jan 31, 2024	SELL	$28.21 - $35.03 $451 - $560	-16 Reduced 0.58%	2,743 $95,000
Q3 2023 Nov 09, 2023	BUY	$29.93 - $34.22 $34,150 - $39,045	1,141 Added 70.52%	2,759 $83,000
Q2 2023 Aug 08, 2023	BUY	$29.27 - $32.13 $47,358 - $51,986	1,618 New	1,618 $51,000

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.57M

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 Oliver Lagore Vanvalin Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Oliver Lagore Vanvalin Investment Group with notifications on news.

Account

Oliver Lagore Vanvalin Investment Group Northern Lts Fd Tr Iv Transaction History