Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
523K+ 63.22% |
$13.6M - $13.9M
|
1.35M
$31.7M
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
400K+ 29.12% |
$10.4M - $10.6M
|
1.77M
$41.7M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
141K+ 24.13% |
$3.67M - $3.73M
|
723K
$17M
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
67.3K+ 84.13% |
$1.76M - $1.79M
|
147K
$3.46M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
53KNew |
$1.38M - $1.41M
|
53K
$1.25M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
31.1K+ 49.8% |
$811K - $824K
|
93.5K
$2.2M
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
29.2KNew |
$763K - $775K
|
29.2K
$686K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.4K+ 16.73% |
$505K - $513K
|
135K
$3.17M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
14K+ 4.11% |
$366K - $372K
|
355K
$8.35M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2KNew |
$343K - $349K
|
13.2K
$309K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 33.86% |
$265K - $269K
|
40.1K
$942K
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
8.17KNew |
$213K - $217K
|
8.17K
$192K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.88K+ 205.29% |
$206K - $209K
|
11.7K
$275K
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
6.45K+ 10.59% |
$168K - $171K
|
67.4K
$1.58M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.32K+ 38.74% |
$165K - $168K
|
22.6K
$531K
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5.06K+ 4.04% |
$132K - $134K
|
130K
$3.06M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.6K+ 3.18% |
$120K - $122K
|
149K
$3.5M
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.45K+ 35.66% |
$90K - $91.4K
|
13.1K
$308K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.51K+ 25.47% |
$65.5K - $66.5K
|
12.4K
$290K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.77KNew |
$46.2K - $47K
|
1.77K
$41.6K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.61KNew |
$42K - $42.7K
|
1.61K
$37.8K
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.33K+ 14.9% |
$34.7K - $35.3K
|
10.3K
$241K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
705+ 2.05% |
$18.4K - $18.7K
|
35.2K
$826K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
514+ 2.57% |
$13.4K - $13.6K
|
20.5K
$482K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
260+ 0.66% |
$6.79K - $6.9K
|
39.9K
$937K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 8.52% |
$783 - $796
|
382
$8.97K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.58% |
$26.1 - $26.5
|
174
$4.09K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$26.1 - $26.5
|
1
$23.5
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-127- 0.76% |
$3.31K - $3.37K
|
16.7K
$391K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-487Closed |
$12.7K - $12.9K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-524- 4.17% |
$13.7K - $13.9K
|
12K
$283K
|
|
Nov 15, 2021
Q3 2021
|
Paradiem, LLC
|
SELL
|
- |
-679- 0.87% |
$17.7K - $18K
|
77.4K
$1.82M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.11KClosed |
$55.1K - $56K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.25K- 13.53% |
$58.8K - $59.7K
|
14.4K
$338K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.94K- 0.28% |
$129K - $131K
|
1.74M
$41M
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.78K- 29.19% |
$151K - $153K
|
14K
$329K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.21K- 30.27% |
$240K - $244K
|
21.2K
$498K
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
SELL
|
- |
-11.5K- 17.0% |
$300K - $305K
|
56.1K
$1.32M
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-22.6KClosed |
$590K - $600K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.8K- 26.0% |
$726K - $738K
|
79.2K
$1.86M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-43.8KClosed |
$1.14M - $1.16M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-56.3K- 44.56% |
$1.47M - $1.49M
|
70.1K
$1.65M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-119K- 49.52% |
$3.09M - $3.14M
|
121K
$2.84M
|