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 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-294K- 33.55% |
$6.87M - $7.07M
|
583K
$14.2M
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.41K- 1.07% |
$79.4K - $81.8K
|
316K
$7.69M
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-3.47K- 9.84% |
$81K - $83.3K
|
31.8K
$773K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.4K- 61.27% |
$638K - $657K
|
17.3K
$420K
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.11K- 3.57% |
$25.8K - $26.5K
|
29.9K
$726K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-132K- 88.34% |
$3.08M - $3.17M
|
17.4K
$424K
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.59K- 4.73% |
$60.3K - $62.1K
|
52.1K
$1.27M
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.97K+ 53.43% |
$45.9K - $47.3K
|
5.65K
$137K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
226K+ 33.57% |
$5.27M - $5.43M
|
899K
$21.9M
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
307+ 1.81% |
$7.16K - $7.37K
|
17.3K
$421K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.33K- 3.21% |
$101K - $104K
|
130K
$3.17M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-475- 0.68% |
$11.1K - $11.4K
|
69.3K
$1.68M
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
42.4KNew |
$989K - $1.02M
|
42.4K
$1.03M
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-42- 16.34% |
$980 - $1.01K
|
215
$5.23K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 0.47% |
$513 - $528
|
4.73K
$115K
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125+ 0.85% |
$2.92K - $3K
|
14.8K
$360K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.66K- 17.52% |
$62.2K - $64K
|
12.5K
$305K
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
13.3K+ 2.28% |
$311K - $320K
|
598K
$14.5M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
58.6K+ 29003.96% |
$1.37M - $1.41M
|
58.8K
$1.43M
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
10.8KNew |
$251K - $258K
|
10.8K
$262K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.6K- 9.24% |
$316K - $325K
|
133K
$3.24M
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
15.5KNew |
$362K - $373K
|
15.5K
$378K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
136+ 0.82% |
$3.17K - $3.27K
|
16.6K
$405K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.9K+ 82.17% |
$488K - $502K
|
46.3K
$1.13M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
682New |
$15.9K - $16.4K
|
682
$16.6K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.04K+ 4.05% |
$70.8K - $72.9K
|
78K
$1.9M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.13K- 10.96% |
$26.3K - $27.1K
|
9.17K
$223K
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
279+ 1.25% |
$6.51K - $6.7K
|
22.5K
$548K
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-2.31K- 6.22% |
$53.8K - $55.4K
|
34.8K
$846K
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-7.43K- 3.97% |
$173K - $178K
|
180K
$4.38M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$863 - $888
|
37
$900
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.84K- 4.65% |
$66.2K - $68.1K
|
58.1K
$1.41M
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
18.2K+ 17.02% |
$424K - $436K
|
125K
$3.04M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 2.15% |
$40.2K - $41.4K
|
81.8K
$1.99M
|
|
Q1 2025 | |||||||
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-2.55K- 11.3% |
$59.4K - $61.1K
|
20K
$487K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.7K+ 61.16% |
$249K - $256K
|
28.2K
$685K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$503K - $517K
|
21.6K
$525K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.12K- 15.31% |
$96K - $98.7K
|
22.8K
$555K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17KNew |
$396K - $407K
|
17K
$414K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.52% |
$46.6 - $47.9
|
386
$9.39K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
732New |
$17K - $17.5K
|
732
$17.8K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-264- 41.44% |
$6.15K - $6.32K
|
373
$9.07K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$23.3K - $24K
|
1K
$24.3K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-8.3K- 99.83% |
$193K - $199K
|
14
$340
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
36+ 0.42% |
$838 - $862
|
8.69K
$211K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
250+ 1.18% |
$5.82K - $5.99K
|
21.4K
$521K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-141- 0.93% |
$3.28K - $3.38K
|
15K
$365K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.3K+ 15.22% |
$30.3K - $31.1K
|
9.84K
$239K
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-25.1K- 37.36% |
$585K - $602K
|
42.1K
$1.02M
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1KClosed |
$23.3K - $24K
|
0
$0
|