A detailed history of One Ascent Family Office, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, One Ascent Family Office, LLC holds 26,278 shares of IBD stock, worth $638,818. This represents 0.65% of its overall portfolio holdings.

Number of Shares
26,278
Previous 31,805 17.38%
Holding current value
$638,818
Previous $764,000 17.02%
% of portfolio
0.65%
Previous 0.72%

Shares

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

Oct 31, 2025

SELL
$23.8 - $24.29 $131,542 - $134,250
-5,527 Reduced 17.38%
26,278 $634,000
Q2 2025

Aug 06, 2025

SELL
$23.33 - $24.01 $80,978 - $83,338
-3,471 Reduced 9.84%
31,805 $764,000
Q1 2025

May 05, 2025

SELL
$23.28 - $23.95 $6,471 - $6,658
-278 Reduced 0.78%
35,276 $838,000
Q4 2024

Feb 12, 2025

BUY
$23.42 - $24.2 $832,674 - $860,406
35,554 New
35,554 $833,000

Others Institutions Holding IBD

About NORTHERN LTS FD TR IV INSPIRE


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