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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.94K- 34.23% |
$167K - $192K
|
9.48K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
582+ 4.17% |
$19.7K - $22.6K
|
14.5K
$528K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50- 0.16% |
$1.69K - $1.95K
|
30.3K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.18K+ 8.83% |
$73.8K - $84.8K
|
26.9K
$974K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.74K- 16.42% |
$161K - $185K
|
24.2K
$876K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.5K- 8.7% |
$50.9K - $58.4K
|
15.8K
$572K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.7K+ 20.93% |
$57.7K - $66.2K
|
9.84K
$357K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
483+ 7.24% |
$16.4K - $18.8K
|
7.16K
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.51KNew |
$220K - $253K
|
6.51K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
168+ 2.92% |
$5.69K - $6.54K
|
5.92K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329New |
$11.1K - $12.8K
|
329
$11.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.8K+ 4.77% |
$230K - $264K
|
149K
$5.42M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.94K- 42.22% |
$255K - $283K
|
9.5K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
457+ 80.04% |
$16.8K - $18.6K
|
1.03K
$37.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-485- 3.27% |
$17.9K - $19.8K
|
14.3K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
822New |
$30.3K - $33.5K
|
822
$29.8K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-35- 0.61% |
$1.29K - $1.43K
|
5.67K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 31.82% |
$1.29K - $1.43K
|
75
$2.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.1K- 5.62% |
$40.5K - $44.8K
|
18.5K
$670K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.57K- 5.98% |
$57.8K - $63.9K
|
24.7K
$896K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29KNew |
$1.07M - $1.18M
|
29K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54New |
$1.99K - $2.2K
|
54
$1.96K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.66KNew |
$208K - $230K
|
5.66K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300New |
$11K - $12.2K
|
300
$10.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-593- 63.15% |
$21.8K - $24.2K
|
346
$12.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.68K- 20.21% |
$61.9K - $68.5K
|
6.64K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.7KNew |
$432K - $478K
|
11.7K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.83KNew |
$362K - $401K
|
9.83K
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$36.8 - $40.8
|
234
$8.49K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48- 64.86% |
$1.63K - $1.84K
|
26
$943
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.68KNew |
$295K - $333K
|
8.68K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
150+ 35.29% |
$5.1K - $5.76K
|
575
$20.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
75New |
$2.55K - $2.88K
|
75
$2.72K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.92KNew |
$99.2K - $112K
|
2.92K
$106K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-51- 2.93% |
$1.74K - $1.96K
|
1.69K
$61.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.64KNew |
$192K - $217K
|
5.64K
$205K
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
358New |
$11.8K - $12.9K
|
358
$13K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$352K - $386K
|
10.7K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.28K- 96.53% |
$75.2K - $82.5K
|
82
$2.97K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
37New |
$1.22K - $1.34K
|
37
$1.34K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-569- 45.52% |
$18.8K - $20.6K
|
681
$24.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
358New |
$11.8K - $12.9K
|
358
$13K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
480New |
$15.8K - $17.4K
|
480
$17.4K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10.2KNew |
$334K - $366K
|
10.2K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$350K - $384K
|
10.7K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
86+ 0.54% |
$2.82K - $3.1K
|
16.2K
$586K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
23KNew |
$756K - $829K
|
23K
$835K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.49K- 97.53% |
$81.7K - $89.7K
|
63
$2.29K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
18.8K+ 140.09% |
$531K - $659K
|
32.2K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.2K- 65.04% |
$372K - $462K
|
7.09K
$257K
|
|