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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
141+ 0.87% |
$3.25K - $3.32K
|
16.4K
$393K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.7K- 81.05% |
$847K - $864K
|
8.59K
$206K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.24K+ 10.14% |
$97.8K - $99.8K
|
46.1K
$1.1M
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
117+ 19.73% |
$2.7K - $2.75K
|
710
$17K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-5- 0.06% |
$115 - $118
|
7.92K
$189K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
180KNew |
$4.15M - $4.24M
|
180K
$4.31M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
289K+ 1185.87% |
$6.66M - $6.8M
|
313K
$7.5M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-745- 4.23% |
$17.2K - $17.5K
|
16.9K
$403K
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-624- 2.63% |
$14.4K - $14.7K
|
23.1K
$553K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.2KNew |
$351K - $358K
|
15.2K
$365K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.87K+ 18.78% |
$204K - $209K
|
56.1K
$1.34M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100New |
$2.33K - $2.4K
|
100
$2.39K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.1KNew |
$1.31M - $1.35M
|
56.1K
$1.34M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
341New |
$7.93K - $8.18K
|
341
$8.16K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$237K - $245K
|
10.2K
$244K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-189- 1.74% |
$4.4K - $4.53K
|
10.6K
$255K
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
SELL
|
- |
-165- 0.29% |
$3.84K - $3.96K
|
57.7K
$1.38M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-230- 25.39% |
$5.35K - $5.52K
|
676
$16.2K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.35KNew |
$208K - $222K
|
9.35K
$224K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.6KNew |
$1.06M - $1.13M
|
47.6K
$1.14M
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
69K+ 168.0% |
$1.53M - $1.64M
|
110K
$2.63M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.53KNew |
$56.2K - $59.9K
|
2.53K
$60.5K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
203New |
$4.51K - $4.81K
|
203
$4.86K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.74KNew |
$105K - $112K
|
4.74K
$113K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
141+ 1.09% |
$3.13K - $3.34K
|
13.1K
$313K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.66K+ 11.14% |
$81.3K - $86.7K
|
36.5K
$874K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.38K- 95.84% |
$53.6K - $55.5K
|
103
$2.46K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.2KNew |
$253K - $262K
|
11.2K
$268K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65New |
$1.5K - $1.53K
|
65
$1.55K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
13New |
$299 - $306
|
13
$311
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.69KNew |
$38.9K - $39.7K
|
1.69K
$40.4K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74New |
$1.69K - $1.75K
|
74
$1.77K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.24KNew |
$28.4K - $29.4K
|
1.24K
$29.7K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
2.5K+ 397.46% |
$57K - $59.1K
|
3.13K
$74.8K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
600New |
$13.3K - $14K
|
600
$14.4K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-747- 5.35% |
$16.6K - $17.4K
|
13.2K
$316K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
695+ 42.95% |
$15.5K - $16.2K
|
2.31K
$55.3K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-961- 6.37% |
$21.4K - $22.4K
|
14.1K
$338K
|
|
Q3 2022 | |||||||
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.4KNew |
$1.18M - $1.26M
|
52.4K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
188New |
$4.23K - $4.5K
|
188
$4.5K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.12KNew |
$70.3K - $74.8K
|
3.12K
$74.7K
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
10.4KNew |
$235K - $250K
|
10.4K
$250K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.6KClosed |
$497K - $526K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
770New |
$17.7K - $18.7K
|
770
$18.4K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.83KClosed |
$88K - $93.2K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37New |
$895 - $950
|
37
$885
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
343+ 2.58% |
$8.3K - $8.8K
|
13.7K
$327K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.94KClosed |
$47K - $49.9K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-487Closed |
$12.7K - $12.9K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 8.52% |
$783 - $796
|
382
$9.14K
|