Values First Advisors, Inc. Northern Lts Fd Tr Iv Transaction History

Values First Advisors, Inc.

  • $169 Million
  • Q1 2024

A detailed history of Values First Advisors, Inc. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Values First Advisors, Inc. holds 699 shares of ISMD stock, worth $23,786. This represents 0.01% of its overall portfolio holdings.

Number of Shares
699
Previous 5,191 86.53%
Holding current value
$23,786
Previous $180,000 86.11%
% of portfolio
0.01%
Previous 0.11%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$32.83 - $36.01 $147,472 - $161,756
-4,492 Reduced 86.53%
699 $25,000
Q4 2023

Jan 18, 2024
BUY
$28.21 - $35.03 $137,636 - $170,911
4,879 Added 1563.78%
5,191 $180,000
Q2 2023

Aug 02, 2023
BUY
$29.27 - $32.13 $29 - $32
1 Added 0.32%
312 $10,000
Q1 2023

May 15, 2023
SELL
$29.57 - $34.51 $198,473 - $231,631
-6,712 Reduced 95.57%
311 $9,000
Q4 2022

Jan 20, 2023
BUY
$29.29 - $31.71 $195,774 - $211,949
6,684 Added 1971.68%
7,023 $0
Q3 2022

Dec 02, 2022
BUY
N/A
1 Added 0.3%
339 $9,000
Q2 2022

Jul 20, 2022
BUY
N/A
181 Added 115.29%
338 $9,000
Q1 2022

May 03, 2022
SELL
N/A
-5,624 Reduced 97.28%
157 $5,000
Q4 2021

Mar 10, 2022
BUY
N/A
5,781 New
5,781 $204,000
Q3 2021

Nov 15, 2022
SELL
N/A
-80 Reduced 23.67%
258 $9,000
Q1 2021

Nov 15, 2022
SELL
N/A
-80 Reduced 23.67%
258 $9,000
Q4 2020

Nov 15, 2022
BUY
N/A
3,248 Added 1258.91%
3,506 $105,000
Q2 2020

Nov 15, 2022
SELL
N/A
-4,734 Reduced 94.83%
258 $6,000
Q1 2020

Jan 09, 2023
SELL
N/A
-81 Reduced 23.89%
258 $4.97 Million
Q4 2019

Nov 15, 2022
BUY
N/A
4,654 Added 1376.92%
4,992 $141,000

Others Institutions Holding ISMD

# of Institutions
60
Shares Held
3.55M
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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