Whitaker Myers Wealth Managers, Ltd. Northern Lts Fd Tr Iv Transaction History

Whitaker Myers Wealth Managers, Ltd.

$357 Billion
Q1 2025

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 7,702 shares of ISMD stock, worth $263,331. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,702

Previous 7,999 3.71%

Holding current value

$263,331

Previous $300 Million 12.44%

% of portfolio

0.07%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$33.87 - $38.9 $10,059 - $11,553	-297 Reduced 3.71%	7,702 $263 Million
Q4 2024 Jan 15, 2025	SELL	$36.81 - $40.75 $25,840 - $28,606	-702 Reduced 8.07%	7,999 $300 Million
Q3 2024 Oct 18, 2024	BUY	$34.03 - $38.37 $20,111 - $22,676	591 Added 7.29%	8,701 $330 Million
Q2 2024 Jul 26, 2024	BUY	$32.98 - $36.17 $7,816 - $8,572	237 Added 3.01%	8,110 $281 Million
Q1 2024 Apr 12, 2024	BUY	$32.83 - $36.01 $41,989 - $46,056	1,279 Added 19.4%	7,873 $283 Million
Q4 2023 Jan 12, 2024	SELL	$28.21 - $35.03 $10,042 - $12,470	-356 Reduced 5.12%	6,594 $229 Million
Q3 2023 Oct 05, 2023	SELL	$29.93 - $34.22 $23,584 - $26,965	-788 Reduced 10.18%	6,950 $211 Million
Q2 2023 Jul 13, 2023	SELL	$29.27 - $32.13 $965 - $1,060	-33 Reduced 0.42%	7,738 $249 Million
Q1 2023 Apr 21, 2023	BUY	$29.57 - $34.51 $798 - $931	27 Added 0.35%	7,771 $241 Million
Q4 2022 Apr 21, 2023	BUY	$27.74 - $31.71 $214,818 - $245,562	7,744 New	7,744 $233 Million

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.82M

Call Options Held

Put Options Held

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
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Whitaker Myers Wealth Managers, Ltd. Northern Lts Fd Tr Iv Transaction History