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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-110- 0.26% |
$2.57K - $2.64K
|
42.5K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-138- 54.12% |
$3.22K - $3.31K
|
117
$2.81K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-172- 0.6% |
$4.01K - $4.13K
|
28.7K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-466- 2.83% |
$10.9K - $11.2K
|
16K
$385K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-475- 0.68% |
$11.1K - $11.4K
|
69.3K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-808- 2.79% |
$18.9K - $19.4K
|
28.1K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-979- 10.01% |
$22.8K - $23.5K
|
8.8K
$211K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.11K- 3.57% |
$25.8K - $26.5K
|
29.9K
$717K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.13K- 10.96% |
$26.3K - $27.1K
|
9.17K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-2.31K- 6.22% |
$53.8K - $55.4K
|
34.8K
$836K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.59K- 4.73% |
$60.3K - $62.1K
|
52.1K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.63K- 2.84% |
$61.4K - $63.1K
|
89.9K
$2.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.66K- 17.52% |
$62.2K - $64K
|
12.5K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.84K- 4.65% |
$66.2K - $68.1K
|
58.1K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.41K- 1.07% |
$79.4K - $81.8K
|
316K
$7.59M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-3.47K- 9.84% |
$81K - $83.3K
|
31.8K
$764K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.6K- 3.15% |
$83.9K - $86.3K
|
111K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.64K- 20.19% |
$84.8K - $87.3K
|
14.4K
$345K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.33K- 3.21% |
$101K - $104K
|
130K
$3.13M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-4.36K- 3.03% |
$102K - $105K
|
139K
$3.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-7.43K- 3.97% |
$173K - $178K
|
180K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.56K- 23.67% |
$176K - $181K
|
24.4K
$585K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-9.31K- 0.32% |
$217K - $223K
|
2.94M
$70.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.6K- 9.24% |
$316K - $325K
|
133K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-22.5K- 66.65% |
$525K - $541K
|
11.3K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.4K- 61.27% |
$638K - $657K
|
17.3K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.3K- 36.02% |
$753K - $775K
|
57.3K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-52.2K- 12.44% |
$1.22M - $1.25M
|
367K
$8.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-132K- 88.34% |
$3.08M - $3.17M
|
17.4K
$419K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-137K- 30.9% |
$3.19M - $3.28M
|
305K
$7.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-294K- 33.55% |
$6.87M - $7.07M
|
583K
$14M
|