Purchases and Sales Made in Q2 2025 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 2025. 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 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
226K+ 33.57% |
$5.27M - $5.43M
|
899K
$21.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
79.1KNew |
$1.85M - $1.9M
|
79.1K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
58.6K+ 29003.96% |
$1.37M - $1.41M
|
58.8K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
44.9K+ 86.12% |
$1.05M - $1.08M
|
97.1K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
44.8K+ 58.29% |
$1.04M - $1.07M
|
122K
$2.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
42.4KNew |
$989K - $1.02M
|
42.4K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.9K+ 12.29% |
$884K - $910K
|
346K
$8.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
33.7K+ 2.36% |
$787K - $810K
|
1.46M
$35.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
27.5KNew |
$643K - $661K
|
27.5K
$662K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
23.9K+ 3.9% |
$558K - $574K
|
637K
$15.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.9K+ 82.17% |
$488K - $502K
|
46.3K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
18.2K+ 17.02% |
$424K - $436K
|
125K
$3M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
15.5KNew |
$362K - $373K
|
15.5K
$373K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
13.3K+ 2.28% |
$311K - $320K
|
598K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.5KNew |
$293K - $301K
|
12.5K
$301K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
11.6KNew |
$270K - $278K
|
11.6K
$278K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
10.8KNew |
$251K - $258K
|
10.8K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.72KNew |
$203K - $209K
|
8.72K
$209K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.84K+ 43.84% |
$183K - $188K
|
25.7K
$618K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.53K+ 24.77% |
$106K - $109K
|
22.8K
$548K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.47K+ 3.13% |
$104K - $107K
|
147K
$3.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.44K+ 7.23% |
$104K - $107K
|
65.8K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.71K+ 0.6% |
$86.6K - $89.1K
|
620K
$14.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.04K+ 4.05% |
$70.8K - $72.9K
|
78K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3K+ 5.95% |
$69.9K - $71.9K
|
53.3K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.54K+ 21.75% |
$59.2K - $60.9K
|
14.2K
$341K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.97K+ 53.43% |
$45.9K - $47.3K
|
5.65K
$136K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.9K+ 173.06% |
$44.2K - $45.5K
|
2.99K
$71.8K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 2.15% |
$40.2K - $41.4K
|
81.8K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.26K+ 8.6% |
$29.3K - $30.2K
|
15.9K
$381K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
987+ 4.16% |
$23K - $23.7K
|
24.7K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
952+ 13.17% |
$22.2K - $22.9K
|
8.18K
$197K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
760+ 6.78% |
$17.7K - $18.2K
|
12K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
704+ 6.01% |
$16.4K - $16.9K
|
12.4K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
682New |
$15.9K - $16.4K
|
682
$16.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
674+ 7.93% |
$15.7K - $16.2K
|
9.17K
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
307+ 1.81% |
$7.16K - $7.37K
|
17.3K
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
279+ 1.25% |
$6.51K - $6.7K
|
22.5K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
141New |
$3.29K - $3.39K
|
141
$3.39K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
136+ 0.82% |
$3.17K - $3.27K
|
16.6K
$400K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
134New |
$3.13K - $3.22K
|
134
$3.22K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125+ 0.85% |
$2.92K - $3K
|
14.8K
$356K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
120+ 1.0% |
$2.8K - $2.88K
|
12.1K
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$863 - $888
|
37
$889
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 0.47% |
$513 - $528
|
4.73K
$113K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14+ 0.96% |
$327 - $336
|
1.47K
$35.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12+ 60.0% |
$280 - $288
|
32
$769
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$23.3 - $24
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-42- 16.34% |
$980 - $1.01K
|
215
$5.16K
|