Ubs Group Ag Northern Lts Fd Tr Iv Inspire Transaction History

Ubs Group Ag

$555 Billion
Q2 2025

A detailed history of Ubs Group Ag transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Ubs Group Ag holds 141 shares of IBD stock, worth $3,405. This represents 0.0% of its overall portfolio holdings.

Number of Shares

141

Holding current value

$3,405

% of portfolio

0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$23.33 - $24.01 $3,289 - $3,385	141 New	141 $3,000
Q4 2024 Feb 14, 2025	BUY	$23.42 - $24.2 $5,292 - $5,469	226 New	226 $5,000
Q2 2023 Aug 11, 2023	BUY	$23.0 - $23.5 $299 - $305	13 New	13 $0
Q3 2022 Nov 10, 2022	BUY	$22.52 - $23.95 $71,028 - $75,538	3,154 New	3,154 $71,000
Q4 2021 Feb 14, 2022	SELL	$25.72 - $26.2 $45,575 - $46,426	-1,772 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$26.1 - $26.52 $46,249 - $46,993	1,772 New	1,772 $46,000
Q1 2021 May 12, 2021	SELL	$25.83 - $26.57 $2,557 - $2,630	-99 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$26.24 - $26.6 $23,537 - $23,860	-897 Reduced 90.06%	99 $3,000
Q3 2020 Nov 12, 2020	BUY	$26.25 - $26.63 $26,145 - $26,523	996 New	996 $26,000
Q2 2020 Jul 31, 2020	SELL	$24.15 - $26.52 $13,837 - $15,195	-573 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$22.03 - $26.32 $10,155 - $12,133	461 Added 411.61%	573 $14,000
Q4 2019 Feb 14, 2020	BUY	$25.57 - $25.9 $2,863 - $2,900	112 New	112 $3,000
Q2 2019 Aug 14, 2019	SELL	N/A	-512 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	512 New	512 $13,000
Q2 2018 Aug 14, 2018	SELL	N/A	-843 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	789 Added 1461.11%	843 $21,000
Q4 2017 Feb 14, 2018	BUY	N/A	54	54 $1,000

Others Institutions Holding IBD

# of Institutions

Shares Held

12M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

2.94M
Shares

$71 Million
8.3% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.46M
Shares

$35.3 Million
5.85% of portfolio
Creative Financial Designs Inc

899K
Shares

$21.7 Million
1.67% of portfolio
Bare Financial Services, Inc Gap, PA

637K
Shares

$15.4 Million
5.16% of portfolio
Creative One Wealth, LLC Overland Park, KS

620K
Shares

$15 Million
0.44% of portfolio

View Full List

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
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