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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
78.3K+ 14.64% |
$1.82M - $1.88M
|
613K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.4K+ 55.01% |
$126K - $129K
|
15.2K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.78K+ 6.65% |
$64.8K - $66.7K
|
44.6K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
155+ 3.41% |
$3.61K - $3.71K
|
4.7K
$113K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
997+ 5.91% |
$23.2K - $23.9K
|
17.9K
$430K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-29.8K- 1.0% |
$694K - $714K
|
2.95M
$70.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.4K+ 23.36% |
$1.36M - $1.4M
|
308K
$7.42M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-555K- 78.78% |
$12.9M - $13.3M
|
149K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16K+ 16.25% |
$372K - $382K
|
114K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.98K+ 11.52% |
$69.4K - $71.4K
|
28.9K
$694K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-278- 0.78% |
$6.47K - $6.66K
|
35.3K
$849K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-32.6K- 6.87% |
$759K - $781K
|
442K
$10.6M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-19.1K- 5.63% |
$444K - $457K
|
320K
$7.69M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.9K- 2.75% |
$276K - $284K
|
419K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
36+ 0.42% |
$838 - $862
|
8.69K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$23.3K - $24K
|
1K
$24.1K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
250+ 1.18% |
$5.82K - $5.99K
|
21.4K
$516K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.68KNew |
$85.7K - $88.2K
|
3.68K
$88.6K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-8.3K- 99.83% |
$193K - $199K
|
14
$337
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20.5K+ 64.61% |
$477K - $490K
|
52.2K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.16K+ 2.17% |
$27.1K - $27.9K
|
54.7K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 17.52% |
$40.7K - $41.8K
|
11.7K
$282K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1+ 0.39% |
$23.3 - $24
|
257
$6.18K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.99K+ 3.05% |
$92.9K - $95.6K
|
135K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-141- 0.93% |
$3.28K - $3.38K
|
15K
$362K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.3K+ 15.22% |
$30.3K - $31.1K
|
9.84K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-786- 4.12% |
$18.3K - $18.8K
|
18.3K
$440K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-25.1K- 37.36% |
$585K - $602K
|
42.1K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.01K- 1.03% |
$163K - $168K
|
673K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.2K+ 11.58% |
$355K - $365K
|
147K
$3.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-462- 0.66% |
$10.8K - $11.1K
|
69.7K
$1.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.59K+ 9.12% |
$60.3K - $62K
|
31K
$745K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
353+ 3.03% |
$8.22K - $8.45K
|
12K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.57K+ 13.7% |
$59.8K - $61.5K
|
21.3K
$513K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1KClosed |
$23.3K - $24K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
18.7K+ 2.18% |
$436K - $449K
|
877K
$21.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.99K+ 1.41% |
$46.3K - $47.6K
|
143K
$3.43M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.6K- 28.6% |
$600K - $620K
|
64K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.64KNew |
$38.4K - $39.6K
|
1.64K
$39.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
286+ 3.19% |
$6.7K - $6.92K
|
9.24K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
226New |
$5.29K - $5.47K
|
226
$5.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.6K+ 135.2% |
$669K - $691K
|
49.7K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
939+ 275.37% |
$22K - $22.7K
|
1.28K
$30.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.25K+ 20.86% |
$52.7K - $54.5K
|
13K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-16- 21.62% |
$375 - $387
|
58
$1.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
904New |
$21.2K - $21.9K
|
904
$21.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.33K+ 423.32% |
$31K - $32.1K
|
1.64K
$39.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
166+ 1.27% |
$3.89K - $4.02K
|
13.2K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
45KNew |
$1.05M - $1.09M
|
45K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17.4K- 52.21% |
$408K - $421K
|
15.9K
$384K
|
|