Valmark Advisers, Inc. Northern Lts Fd Tr Iv Inspire Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Valmark Advisers, Inc. holds 133,169 shares of IBD stock, worth $3.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

133,169

Previous 146,725 9.24%

Holding current value

$3.2 Million

Previous $3.48 Million 8.24%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$23.33 - $24.01 $316,261 - $325,479	-13,556 Reduced 9.24%	133,169 $3.2 Million
Q1 2025 Apr 22, 2025	BUY	$23.28 - $23.95 $354,531 - $364,734	15,229 Added 11.58%	146,725 $3.48 Million
Q4 2024 Jan 30, 2025	BUY	$23.42 - $24.2 $2.88 Million - $2.98 Million	122,980 Added 1444.11%	131,496 $3.08 Million
Q3 2024 Oct 25, 2024	SELL	$23.25 - $24.3 $1.55 Million - $1.62 Million	-66,657 Reduced 88.67%	8,516 $205,000
Q2 2024 Jul 31, 2024	SELL	$23.04 - $23.52 $353,687 - $361,055	-15,351 Reduced 16.96%	75,173 $1.75 Million
Q1 2024 May 03, 2024	BUY	$23.26 - $23.99 $2.11 Million - $2.17 Million	90,524 New	90,524 $2.13 Million

Others Institutions Holding IBD

# of Institutions

Shares Held

12.3M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Northern Lts Fd Tr Iv Inspire Transaction History