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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
17.8KNew |
$654K - $724K
|
17.8K
$648K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4.77K- 36.35% |
$176K - $194K
|
8.36K
$305K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1K+ 38.95% |
$594K - $657K
|
57.5K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
579+ 19.52% |
$21.3K - $23.6K
|
3.55K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18K- 38.32% |
$661K - $732K
|
28.9K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-220- 2.27% |
$8.1K - $8.97K
|
9.46K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
822New |
$30.3K - $33.5K
|
822
$30K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
313+ 0.58% |
$11.5K - $12.8K
|
54K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-22- 1.01% |
$810 - $897
|
2.15K
$78.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.4KNew |
$604K - $668K
|
16.4K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
457+ 80.04% |
$16.8K - $18.6K
|
1.03K
$37.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
176+ 1.19% |
$6.48K - $7.17K
|
15K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.2% |
$36.8 - $40.8
|
500
$18.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-485- 3.27% |
$17.9K - $19.8K
|
14.3K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.9KNew |
$1.32M - $1.46M
|
35.9K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
92+ 22.38% |
$3.39K - $3.75K
|
503
$18.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.1K- 5.62% |
$40.5K - $44.8K
|
18.5K
$673K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-649- 4.18% |
$23.9K - $26.4K
|
14.9K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.33KNew |
$85.8K - $95K
|
2.33K
$85K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
959New |
$35.3K - $39.1K
|
959
$35K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 31.82% |
$1.29K - $1.43K
|
75
$2.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.3K+ 14.46% |
$1.3M - $1.44M
|
280K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-35- 0.61% |
$1.29K - $1.43K
|
5.67K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.33KNew |
$233K - $258K
|
6.33K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-922- 12.14% |
$33.9K - $37.6K
|
6.68K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.45K+ 17.93% |
$90.3K - $100K
|
16.1K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.76K+ 36.78% |
$138K - $153K
|
14K
$509K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
259KNew |
$9.53M - $10.5M
|
259K
$9.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-14.9K- 5.85% |
$550K - $609K
|
240K
$8.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.1K+ 4.48% |
$261K - $289K
|
165K
$6.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.53K+ 49.59% |
$204K - $225K
|
16.7K
$608K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.58K+ 53.62% |
$316K - $350K
|
24.6K
$897K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.5K+ 603.45% |
$902K - $998K
|
28.6K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
136+ 1.7% |
$5.01K - $5.54K
|
8.14K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-828- 3.25% |
$30.5K - $33.7K
|
24.7K
$900K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.57K- 5.98% |
$57.8K - $63.9K
|
24.7K
$900K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
456+ 6.17% |
$16.8K - $18.6K
|
7.85K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-5.87K- 16.79% |
$216K - $239K
|
29.1K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.6KNew |
$684K - $758K
|
18.6K
$678K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29KNew |
$1.07M - $1.18M
|
29K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
27K+ 2.04% |
$994K - $1.1M
|
1.35M
$49.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.57K- 9.96% |
$131K - $145K
|
32.3K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-63- 0.74% |
$2.32K - $2.57K
|
8.45K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-1.02K- 3.08% |
$37.4K - $41.4K
|
32K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.12KNew |
$262K - $290K
|
7.12K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.27K- 3.06% |
$46.8K - $51.8K
|
40.3K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
366+ 0.47% |
$13.5K - $14.9K
|
78.9K
$2.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54New |
$1.99K - $2.2K
|
54
$1.97K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300New |
$11K - $12.2K
|
300
$10.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.66KNew |
$208K - $230K
|
5.66K
$206K
|