United Capital Financial Advisers, LLC Northern Lts Fd Tr Iv Transaction History

United Capital Financial Advisers, LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 21,665 shares of ISMD stock, worth $807,237. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,665
Previous 18,815 15.15%
Holding current value
$807,237
Previous $668,000 25.9%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$35.1 - $39.69 $100,035 - $113,116
2,850 Added 15.15%
21,665 $841,000
Q2 2025

Aug 11, 2025
BUY
$29.72 - $35.6 $166,253 - $199,146
5,594 Added 42.31%
18,815 $668,000
Q1 2025

May 13, 2025
BUY
$33.87 - $38.9 $233,499 - $268,176
6,894 Added 108.96%
13,221 $451,000
Q4 2024

Feb 13, 2025
BUY
$36.81 - $40.75 $232,896 - $257,825
6,327 New
6,327 $237,000

Others Institutions Holding ISMD

# of Institutions
78
Shares Held
3.59M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV

ISMD Quotes by TradingView
  • Ticker ISMD
  • Sector ETFs
  • Industry ETFs
More about ISMD
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