Latest Institutional Transactions on Northern Lts Fd Tr Iv Inspire (IBD)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Inspire (IBD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.84K+ 15.42% |
$42.8K - $44.8K
|
13.8K
$327K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-7.85K- 0.55% |
$182K - $191K
|
1.42M
$33.6M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.95KNew |
$208K - $218K
|
8.95K
$212K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.5KNew |
$314K - $328K
|
13.5K
$320K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.8KNew |
$484K - $506K
|
20.8K
$493K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$23.3 - $24.3
|
1
$23.7
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8+ 0.03% |
$186 - $194
|
25.8K
$611K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.05K- 24.49% |
$47.7K - $49.8K
|
6.33K
$150K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.6KNew |
$223K - $233K
|
9.6K
$228K
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.38K+ 5.33% |
$32.1K - $33.5K
|
27.2K
$645K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-205K- 90.66% |
$4.77M - $4.98M
|
21.1K
$501K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 1.07% |
$93 - $97.2
|
378
$8.96K
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.02% |
$23.3 - $24.3
|
4.77K
$113K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.25K+ 9.6% |
$52.2K - $54.6K
|
25.6K
$608K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-207- 0.64% |
$4.81K - $5.03K
|
32.3K
$767K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
207+ 16.57% |
$4.81K - $5.03K
|
1.46K
$34.5K
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-28.4K- 5.71% |
$661K - $691K
|
469K
$11.1M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
102+ 1.12% |
$2.37K - $2.48K
|
9.22K
$218K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$23.3 - $24.3
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 31.91% |
$279K - $292K
|
49.6K
$1.18M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.91K+ 10.78% |
$44.4K - $46.4K
|
19.6K
$465K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
662+ 326.11% |
$15.4K - $16.1K
|
865
$20.5K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
52.5K+ 8.94% |
$1.22M - $1.28M
|
640K
$15.2M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.48K+ 10.1% |
$197K - $206K
|
92.5K
$2.19M
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45.8K+ 10.26% |
$1.07M - $1.11M
|
492K
$11.7M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1K+ 5.7% |
$23.3K - $24.4K
|
18.6K
$442K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
10.2K+ 94.66% |
$237K - $247K
|
20.9K
$496K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-349- 0.65% |
$8.11K - $8.48K
|
53.2K
$1.26M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
991+ 11.53% |
$23K - $24.1K
|
9.58K
$227K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 27.82% |
$317K - $332K
|
35.4K
$839K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.4K+ 34.99% |
$1.36M - $1.42M
|
225K
$5.34M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.9KNew |
$1.56M - $1.63M
|
66.9K
$1.59M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
458K+ 254.1% |
$10.6M - $11.1M
|
638K
$15.1M
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
10.8KNew |
$251K - $262K
|
10.8K
$256K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.7K+ 1.24% |
$39.6K - $41.4K
|
139K
$3.31M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.6KNew |
$339K - $354K
|
14.6K
$346K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.65K+ 132.01% |
$61.7K - $64.4K
|
4.66K
$110K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
980K+ 224.21% |
$22.8M - $23.8M
|
1.42M
$33.6M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
313New |
$7.28K - $7.61K
|
313
$7.42K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
18.9K+ 136.99% |
$440K - $460K
|
32.7K
$776K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.44KNew |
$33.5K - $35K
|
1.44K
$34.1K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.6K+ 67.2% |
$688K - $719K
|
73.6K
$1.75M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
113K+ 20.29% |
$2.62M - $2.74M
|
668K
$15.8M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5.78K- 94.55% |
$134K - $141K
|
333
$7.89K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-66.7K- 88.67% |
$1.55M - $1.62M
|
8.52K
$202K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-398- 1.94% |
$9.25K - $9.67K
|
20.2K
$478K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-954- 8.16% |
$22.2K - $23.2K
|
10.7K
$255K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-737- 0.43% |
$17.1K - $17.9K
|
171K
$4.05M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.8KNew |
$251K - $262K
|
10.8K
$255K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.16K+ 0.83% |
$26.9K - $28.1K
|
141K
$3.34M
|