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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.55K- 2.4% |
$45.9K - $55K
|
62.8K
$2.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
725+ 4.75% |
$21.5K - $25.8K
|
16K
$580K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
50+ 7.75% |
$1.49K - $1.78K
|
695
$25.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.7K+ 32.12% |
$437K - $523K
|
60.4K
$2.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55+ 0.52% |
$1.63K - $1.96K
|
10.5K
$382K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
892+ 4.58% |
$26.5K - $31.8K
|
20.4K
$739K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-410- 26.94% |
$12.2K - $14.6K
|
1.11K
$40.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-23.4K- 59.44% |
$696K - $833K
|
16K
$579K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-406- 5.27% |
$12.1K - $14.5K
|
7.3K
$265K
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-11.4K- 4.85% |
$385K - $443K
|
223K
$8.09M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.27K+ 104.57% |
$76.8K - $88.2K
|
4.44K
$161K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-278- 15.33% |
$9.42K - $10.8K
|
1.54K
$55.7K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-292- 1.96% |
$9.89K - $11.4K
|
14.6K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.32KNew |
$282K - $324K
|
8.32K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.22K+ 62.71% |
$75.3K - $86.5K
|
5.77K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-25.6K- 44.5% |
$867K - $996K
|
31.9K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.7K+ 89.63% |
$498K - $572K
|
31.1K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.2K+ 33.83% |
$108K - $125K
|
12.7K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.9K- 47.19% |
$573K - $658K
|
18.9K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.5K+ 262975.0% |
$356K - $409K
|
10.5K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
24+ 4.8% |
$813 - $934
|
524
$19K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12K- 48.94% |
$408K - $468K
|
12.6K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-503Closed |
$17K - $19.6K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-127K- 45.35% |
$4.29M - $4.93M
|
153K
$5.54M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.64K- 10.94% |
$55.4K - $63.6K
|
13.3K
$483K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 4.0% |
$43.7K - $50.2K
|
31K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.91K- 79.89% |
$64.6K - $74.2K
|
480
$17.4K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.89K+ 108.96% |
$233K - $268K
|
13.2K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-621- 8.72% |
$21K - $24.2K
|
6.5K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.85K- 10.84% |
$198K - $228K
|
48.2K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-1.96K- 6.12% |
$66.2K - $76.1K
|
30K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.45K+ 14.69% |
$83K - $95.3K
|
19.1K
$694K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
6.89K+ 17.11% |
$233K - $268K
|
47.2K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-59- 2.75% |
$2K - $2.3K
|
2.09K
$75.8K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24.5K- 85.86% |
$830K - $954K
|
4.04K
$146K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.12K- 21.03% |
$207K - $238K
|
23K
$833K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10KNew |
$339K - $389K
|
10K
$363K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-54.2K- 4.02% |
$1.84M - $2.11M
|
1.3M
$47M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.16K+ 5.54% |
$310K - $356K
|
175K
$6.33M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
939+ 11.11% |
$31.8K - $36.5K
|
9.39K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.89K+ 17.89% |
$97.8K - $112K
|
19K
$690K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.75K+ 160.88% |
$127K - $146K
|
6.08K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.68K+ 4.04% |
$56.8K - $65.3K
|
43.2K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.75K+ 3.77% |
$330K - $379K
|
269K
$9.74M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-16.3K- 6.78% |
$552K - $634K
|
224K
$8.13M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-848- 88.43% |
$28.7K - $33K
|
111
$4.03K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.43KNew |
$218K - $250K
|
6.43K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-618- 1.02% |
$20.9K - $24K
|
60K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 0.39% |
$542 - $622
|
4.14K
$150K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.94K- 6.11% |
$134K - $153K
|
60.6K
$2.2M
|
|