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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
518New |
$12.1K - $12.4K
|
518
$12.4K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.84K+ 43.84% |
$183K - $188K
|
25.7K
$618K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12+ 60.0% |
$280 - $288
|
32
$769
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-138- 54.12% |
$3.22K - $3.31K
|
117
$2.81K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-979- 10.01% |
$22.8K - $23.5K
|
8.8K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
33.7K+ 2.36% |
$787K - $810K
|
1.46M
$35.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-22.5K- 66.65% |
$525K - $541K
|
11.3K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$23.3 - $24
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.54K+ 21.75% |
$59.2K - $60.9K
|
14.2K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.5KNew |
$293K - $301K
|
12.5K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.26K+ 8.6% |
$29.3K - $30.2K
|
15.9K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
952+ 13.17% |
$22.2K - $22.9K
|
8.18K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
141New |
$3.29K - $3.39K
|
141
$3.39K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.56K- 23.67% |
$176K - $181K
|
24.4K
$585K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.63K- 2.84% |
$61.4K - $63.1K
|
89.9K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-466- 2.83% |
$10.9K - $11.2K
|
16K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-808- 2.79% |
$18.9K - $19.4K
|
28.1K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
79.1KNew |
$1.85M - $1.9M
|
79.1K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3K+ 5.95% |
$69.9K - $71.9K
|
53.3K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
134New |
$3.13K - $3.22K
|
134
$3.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
27.5KNew |
$643K - $661K
|
27.5K
$662K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
23.9K+ 3.9% |
$558K - $574K
|
637K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.3K- 36.02% |
$753K - $775K
|
57.3K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
704+ 6.01% |
$16.4K - $16.9K
|
12.4K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.64K- 20.19% |
$84.8K - $87.3K
|
14.4K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.72KNew |
$203K - $209K
|
8.72K
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-137K- 30.9% |
$3.19M - $3.28M
|
305K
$7.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.9K+ 12.29% |
$884K - $910K
|
346K
$8.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14+ 0.96% |
$327 - $336
|
1.47K
$35.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.71K+ 0.6% |
$86.6K - $89.1K
|
620K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.53K+ 24.77% |
$106K - $109K
|
22.8K
$548K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-4.36K- 3.03% |
$102K - $105K
|
139K
$3.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-52.2K- 12.44% |
$1.22M - $1.25M
|
367K
$8.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
674+ 7.93% |
$15.7K - $16.2K
|
9.17K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
44.8K+ 58.29% |
$1.04M - $1.07M
|
122K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-9.31K- 0.32% |
$217K - $223K
|
2.94M
$70.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.9K+ 173.06% |
$44.2K - $45.5K
|
2.99K
$71.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.6K- 3.15% |
$83.9K - $86.3K
|
111K
$2.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-172- 0.6% |
$4.01K - $4.13K
|
28.7K
$689K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
987+ 4.16% |
$23K - $23.7K
|
24.7K
$594K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
44.9K+ 86.12% |
$1.05M - $1.08M
|
97.1K
$2.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.4K- 61.27% |
$638K - $657K
|
17.3K
$415K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-3.47K- 9.84% |
$81K - $83.3K
|
31.8K
$764K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.41K- 1.07% |
$79.4K - $81.8K
|
316K
$7.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-294K- 33.55% |
$6.87M - $7.07M
|
583K
$14M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.11K- 3.57% |
$25.8K - $26.5K
|
29.9K
$717K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-132K- 88.34% |
$3.08M - $3.17M
|
17.4K
$419K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.97K+ 53.43% |
$45.9K - $47.3K
|
5.65K
$136K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
226K+ 33.57% |
$5.27M - $5.43M
|
899K
$21.6M
|