Purchases and Sales Made in Q2 2025 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q2 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
128New |
$4.29K - $5.29K
|
128
$5.59K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
116+ 0.3% |
$3.89K - $4.79K
|
39.3K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
105+ 3.59% |
$3.52K - $4.34K
|
3.03K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
83+ 0.76% |
$2.78K - $3.43K
|
11K
$481K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.68K - $2.07K
|
50
$2.19K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
23+ 0.33% |
$771 - $951
|
6.98K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19+ 0.33% |
$637 - $785
|
5.79K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.08% |
$302 - $372
|
10.9K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7+ 0.08% |
$235 - $289
|
8.85K
$387K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.34% |
$134 - $165
|
1.18K
$51.6K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.18% |
$33.5 - $41.3
|
554
$24.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-14- 0.09% |
$469 - $579
|
15.6K
$682K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-45- 0.63% |
$1.51K - $1.86K
|
7.09K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-93- 0.46% |
$3.12K - $3.84K
|
20.2K
$884K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-129- 0.35% |
$4.32K - $5.33K
|
37.1K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-135- 83.85% |
$4.52K - $5.58K
|
26
$1.14K
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-158- 0.88% |
$5.29K - $6.53K
|
17.9K
$782K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-159- 1.84% |
$5.33K - $6.57K
|
8.46K
$370K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-318- 41.25% |
$10.7K - $13.1K
|
453
$19.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-369- 1.43% |
$12.4K - $15.3K
|
25.4K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-391- 33.97% |
$13.1K - $16.2K
|
760
$33.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-413- 39.22% |
$13.8K - $17.1K
|
640
$28K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-480- 8.01% |
$16.1K - $19.8K
|
5.51K
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-498- 7.66% |
$16.7K - $20.6K
|
6.01K
$262K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-505- 7.66% |
$16.9K - $20.9K
|
6.09K
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-553- 3.89% |
$18.5K - $22.9K
|
13.7K
$597K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-806- 6.2% |
$27K - $33.3K
|
12.2K
$533K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-820- 2.83% |
$27.5K - $33.9K
|
28.1K
$1.23M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.01K- 3.07% |
$33.7K - $41.6K
|
31.8K
$1.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.29K- 69.94% |
$43.2K - $53.3K
|
554
$24.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.32K- 37.03% |
$44.4K - $54.7K
|
2.25K
$98.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 1.66% |
$47.4K - $58.4K
|
83.6K
$3.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.81K- 4.59% |
$60.5K - $74.6K
|
37.5K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-2.04K- 27.12% |
$68.3K - $84.3K
|
5.48K
$239K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.61K- 10.0% |
$87.3K - $108K
|
23.5K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.62K- 18.06% |
$87.6K - $108K
|
11.9K
$518K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.67K- 16.3% |
$89.6K - $111K
|
13.7K
$600K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.93K- 9.16% |
$98K - $121K
|
29K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.84K- 72.95% |
$129K - $159K
|
1.42K
$62.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-5.05K- 3.24% |
$169K - $209K
|
151K
$6.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.31K- 23.74% |
$211K - $261K
|
20.3K
$886K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-6.59KClosed |
$221K - $272K
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.81K- 28.29% |
$295K - $364K
|
22.3K
$976K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.32K- 13.55% |
$312K - $385K
|
59.5K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-10.4K- 14.35% |
$347K - $429K
|
61.9K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-13.1K- 72.8% |
$439K - $541K
|
4.89K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-16.2K- 3.81% |
$541K - $668K
|
408K
$17.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-20.3K- 19.83% |
$679K - $837K
|
81.9K
$3.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-20.8K- 14.05% |
$698K - $861K
|
128K
$5.57M
|