Purchases and Sales Made in Q2 2024 in Northern Lts Fd Tr Iv Inspire (IBD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (IBD) during Q2 2024. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
702K+ 23.4% |
$16.2M - $16.5M
|
3.7M
$86.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
437KNew |
$10.1M - $10.3M
|
437K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
369K+ 59.24% |
$8.5M - $8.67M
|
991K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
300KNew |
$6.91M - $7.05M
|
300K
$7.04M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
289K+ 1185.87% |
$6.66M - $6.8M
|
313K
$7.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
217K+ 2291.77% |
$4.99M - $5.1M
|
226K
$5.31M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
180KNew |
$4.15M - $4.24M
|
180K
$4.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
90K+ 25.25% |
$2.07M - $2.12M
|
446K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
76.6KNew |
$1.77M - $1.8M
|
76.6K
$1.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.5K+ 55.33% |
$1.37M - $1.4M
|
167K
$3.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
42.7K+ 8.34% |
$984K - $1M
|
555K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38K+ 343.7% |
$875K - $893K
|
49K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.6KNew |
$750K - $766K
|
32.6K
$764K
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
30.1KNew |
$693K - $708K
|
30.1K
$707K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.3K+ 64.49% |
$398K - $406K
|
44K
$1.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.2KNew |
$351K - $358K
|
15.2K
$358K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 17.41% |
$287K - $293K
|
84K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11.2K+ 8.73% |
$258K - $264K
|
140K
$3.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.87K+ 18.78% |
$204K - $209K
|
56.1K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.34K+ 0.59% |
$192K - $196K
|
1.43M
$33.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.12KNew |
$141K - $144K
|
6.12K
$144K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.1K+ 52.44% |
$140K - $143K
|
17.7K
$416K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.58K+ 8.12% |
$129K - $131K
|
74.3K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4.62K+ 3080.67% |
$106K - $109K
|
4.77K
$112K
|
|
|
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
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.87K+ 17.62% |
$89.2K - $91.1K
|
25.8K
$607K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.38K+ 5.8% |
$77.8K - $79.4K
|
61.6K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.74K+ 7.46% |
$63.1K - $64.4K
|
39.5K
$926K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.51K+ 12.01% |
$57.8K - $59K
|
23.4K
$549K
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
2.02K+ 13.34% |
$46.5K - $47.5K
|
17.2K
$403K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.34K+ 6.58% |
$30.9K - $31.5K
|
21.7K
$510K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 8.91% |
$26K - $26.6K
|
13.8K
$324K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
805+ 8.09% |
$18.5K - $18.9K
|
10.8K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
287+ 35.52% |
$6.61K - $6.75K
|
1.1K
$25.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
141+ 0.87% |
$3.25K - $3.32K
|
16.4K
$386K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
117+ 19.73% |
$2.7K - $2.75K
|
710
$16.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 1.01% |
$461 - $470
|
2.01K
$47.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 0.08% |
$346 - $353
|
19.5K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.81% |
$69.1 - $70.6
|
374
$8.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23 - $23.5
|
1
$23.5
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-5- 0.06% |
$115 - $118
|
7.92K
$186K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-36- 0.17% |
$829 - $847
|
20.6K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-40- 3.1% |
$922 - $941
|
1.25K
$29.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-58- 0.49% |
$1.34K - $1.36K
|
11.7K
$275K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-595- 3.4% |
$13.7K - $14K
|
16.9K
$397K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-624- 2.63% |
$14.4K - $14.7K
|
23.1K
$543K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-745- 4.23% |
$17.2K - $17.5K
|
16.9K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 10.67% |
$23K - $23.5K
|
8.38K
$197K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.12K- 4.21% |
$25.8K - $26.3K
|
25.5K
$598K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.61K- 2.99% |
$37K - $37.8K
|
52.2K
$1.23M
|