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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-6.38K- 26.02% |
$149K - $154K
|
18.1K
$436K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
202New |
$4.7K - $4.91K
|
202
$4.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.8KNew |
$484K - $506K
|
20.8K
$501K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.44KNew |
$33.5K - $35K
|
1.44K
$34.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
394New |
$9.16K - $9.57K
|
394
$9.48K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29K+ 62.95% |
$674K - $705K
|
75.1K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.1KNew |
$259K - $271K
|
11.1K
$268K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
287+ 35.52% |
$6.61K - $6.75K
|
1.1K
$26.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-5- 0.06% |
$115 - $118
|
7.92K
$191K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.1KNew |
$1.31M - $1.35M
|
56.1K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$237K - $245K
|
10.2K
$245K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-230- 25.39% |
$5.35K - $5.52K
|
676
$16.3K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64.4K- 96.22% |
$1.43M - $1.53M
|
2.53K
$60.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.35KNew |
$208K - $222K
|
9.35K
$225K
|
|
|
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
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.74KNew |
$105K - $112K
|
4.74K
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.66K+ 11.14% |
$81.3K - $86.7K
|
36.5K
$879K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.38K- 95.84% |
$53.6K - $55.5K
|
103
$2.48K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65New |
$1.5K - $1.53K
|
65
$1.56K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
2.5K+ 397.46% |
$57K - $59.1K
|
3.13K
$75.3K
|
|
| 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
$318K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
188New |
$4.23K - $4.5K
|
188
$4.52K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.12KNew |
$70.3K - $74.8K
|
3.12K
$75.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
10.4KNew |
$235K - $250K
|
10.4K
$251K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
770New |
$17.7K - $18.7K
|
770
$18.5K
|
|
|
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
$890
|
|
|
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
$9.19K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.12KClosed |
$132K - $135K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8KClosed |
$207K - $210K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-98Closed |
$2.53K - $2.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.17KClosed |
$162K - $164K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-236Closed |
$6.2K - $6.28K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-300Closed |
$7.88K - $7.99K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-734Closed |
$19.3K - $19.5K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.88KClosed |
$207K - $210K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-37KClosed |
$892K - $980K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12KClosed |
$289K - $318K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-40KClosed |
$882K - $1.05M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.9KClosed |
$457K - $463K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8KClosed |
$302K - $306K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.2KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
27.3K+ 117.81% |
N/A
|
50.4K
$1.21M
|
|