Latest Institutional Transactions on Northern Lts Fd Tr Iv (ISMD)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv (ISMD) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.82K+ 919.08% |
$143K - $171K
|
5.34K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-479- 99.79% |
$14.2K - $17.1K
|
1
$36.2
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.41K- 19.54% |
$280K - $335K
|
38.8K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-883- 6.97% |
$26.2K - $31.4K
|
11.8K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-251- 1.72% |
$7.46K - $8.94K
|
14.3K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23KNew |
$683K - $818K
|
23K
$832K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.01K- 34.88% |
$59.8K - $71.6K
|
3.76K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.91KNew |
$175K - $210K
|
5.91K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5- 0.08% |
$149 - $178
|
6.49K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.05K- 48.18% |
$180K - $215K
|
6.51K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.53K- 19.0% |
$75.3K - $90.1K
|
10.8K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186New |
$5.53K - $6.62K
|
186
$6.74K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2K+ 44.98% |
$59.3K - $71K
|
6.43K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-411- 1.37% |
$12.2K - $14.6K
|
29.6K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-551- 1.78% |
$16.4K - $19.6K
|
30.4K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.44K- 20.94% |
$102K - $123K
|
13K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1+ 0.9% |
$29.7 - $35.6
|
112
$4.06K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$29.7 - $35.6
|
1
$36.2
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.16% |
$267 - $320
|
5.67K
$205K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
47K+ 17.51% |
$1.4M - $1.67M
|
316K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.39K- 14.75% |
$101K - $121K
|
19.6K
$709K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.88K+ 5.16% |
$234K - $280K
|
161K
$5.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.41K+ 4.67% |
$42K - $50.3K
|
31.7K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.9K+ 9.09% |
$471K - $565K
|
190K
$6.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-658- 39.0% |
$19.6K - $23.4K
|
1.03K
$37.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
473+ 7.36% |
$14.1K - $16.8K
|
6.9K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-30.6K- 13.67% |
$910K - $1.09M
|
193K
$7M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 0.34% |
$416 - $498
|
4.15K
$150K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.59K+ 42.31% |
$166K - $199K
|
18.8K
$681K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
87K+ 6.71% |
$2.59M - $3.1M
|
1.38M
$50.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.22K+ 11.65% |
$65.9K - $78.9K
|
21.2K
$769K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.2K+ 12.75% |
$35.6K - $42.6K
|
10.6K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.92K+ 21.67% |
$206K - $246K
|
38.9K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$29.7 - $35.6
|
235
$8.51K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
127+ 0.66% |
$3.77K - $4.52K
|
19.3K
$697K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.27K- 4.82% |
$67.6K - $80.9K
|
44.9K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
449+ 7.38% |
$13.3K - $16K
|
6.53K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
307KNew |
$9.13M - $10.9M
|
307K
$11.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
173+ 2.42% |
$5.14K - $6.16K
|
7.33K
$265K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
125K+ 467.22% |
$3.73M - $4.47M
|
152K
$5.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
837+ 1.38% |
$24.9K - $29.8K
|
61.4K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.56K- 10.38% |
$76.2K - $91.2K
|
22.1K
$801K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.38K- 9.48% |
$41K - $49.1K
|
13.2K
$477K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-397- 1.64% |
$11.8K - $14.1K
|
23.8K
$860K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.72K- 39.2% |
$110K - $132K
|
5.77K
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
42+ 12.14% |
$1.25K - $1.5K
|
388
$14K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.37% |
$446 - $534
|
4.05K
$147K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
27+ 0.41% |
$802 - $961
|
6.66K
$241K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.07K- 21.04% |
$61.5K - $73.7K
|
7.77K
$281K
|