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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.64KNew |
$192K - $217K
|
5.64K
$210K
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
358New |
$11.8K - $12.9K
|
358
$13.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$352K - $386K
|
10.7K
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.28K- 96.53% |
$75.2K - $82.5K
|
82
$3.06K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
37New |
$1.22K - $1.34K
|
37
$1.38K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-569- 45.52% |
$18.8K - $20.6K
|
681
$25.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
358New |
$11.8K - $12.9K
|
358
$13.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
480New |
$15.8K - $17.4K
|
480
$17.9K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10.2KNew |
$334K - $366K
|
10.2K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$350K - $384K
|
10.7K
$397K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
86+ 0.54% |
$2.82K - $3.1K
|
16.2K
$602K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
23KNew |
$756K - $829K
|
23K
$858K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.49K- 97.53% |
$81.7K - $89.7K
|
63
$2.35K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
18.8K+ 140.09% |
$531K - $659K
|
32.2K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.2K- 65.04% |
$372K - $462K
|
7.09K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-967- 0.43% |
$27.3K - $33.9K
|
223K
$8.3M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.8KNew |
$503K - $575K
|
16.8K
$626K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.51K- 14.53% |
$44.1K - $48.4K
|
8.86K
$330K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
185New |
$5.41K - $5.94K
|
185
$6.89K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.3K+ 17.9% |
$38.4K - $44.9K
|
8.56K
$319K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
91New |
$2.69K - $3.14K
|
91
$3.39K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-22.1KClosed |
$613K - $700K
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$111 - $127
|
4
$149
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12KNew |
$333K - $381K
|
12K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.38KNew |
$38.1K - $43.6K
|
1.38K
$51.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.08KNew |
$84.2K - $102K
|
3.08K
$115K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.28K- 35.21% |
$119K - $143K
|
7.88K
$293K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
43New |
$1.19K - $1.44K
|
43
$1.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-910Closed |
$25.3K - $30.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-2.92KClosed |
$92.4K - $104K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30+ 5.45% |
$950 - $1.07K
|
580
$21.6K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-768Closed |
$25.6K - $29.9K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$40.1K - $46.8K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-38Closed |
$1.27K - $1.48K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-15.6KClosed |
$532K - $578K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-876Closed |
$30.9K - $33.3K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-29Closed |
$1.02K - $1.1K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-750Closed |
$26.5K - $28.5K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-176Closed |
$6.21K - $6.69K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
920New |
$32.5K - $35K
|
920
$34.3K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-258Closed |
$7.67K - $9.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.5KClosed |
$372K - $466K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.9KClosed |
$85K - $97.3K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.7KClosed |
$365K - $418K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-909Closed |
$19.8K - $22.7K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-338Closed |
$7.37K - $8.43K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-70.5KClosed |
$1.23M - $1.77M
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-971Closed |
$17K - $24.4K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.39K+ 21.81% |
$105K - $184K
|
35.7K
$1.33M
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.17KClosed |
$118K - $206K
|
0
$0
|
|