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

Whitaker Myers Wealth Managers, Ltd.

  • $343 Billion
  • Q4 2024

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 7,999 shares of ISMD stock, worth $276,765. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,999
Previous 8,701 8.07%
Holding current value
$276,765
Previous $330 Million 8.99%
% of portfolio
0.09%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
81
Shares Held
3.81M
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
Track This Portfolio

Track Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email