Latest Institutional Purchases of Northern Lts Fd Tr Iv (ISMD)
This list provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv (ISMD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
307KNew |
$9.13M - $10.9M
|
307K
$11.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
125K+ 467.22% |
$3.73M - $4.47M
|
152K
$5.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
87K+ 6.71% |
$2.59M - $3.1M
|
1.38M
$50.1M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
47K+ 17.51% |
$1.4M - $1.67M
|
316K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23KNew |
$683K - $818K
|
23K
$832K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.9K+ 9.09% |
$471K - $565K
|
190K
$6.9M
|
|
|
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 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
13.3KNew |
$396K - $475K
|
13.3K
$483K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.88K+ 5.16% |
$234K - $280K
|
161K
$5.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.92K+ 21.67% |
$206K - $246K
|
38.9K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
6.84K+ 3.07% |
$203K - $244K
|
230K
$8.32M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.91KNew |
$175K - $210K
|
5.91K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.59K+ 42.31% |
$166K - $199K
|
18.8K
$681K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.82K+ 919.08% |
$143K - $171K
|
5.34K
$193K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.3K+ 43.0% |
$128K - $153K
|
14.3K
$518K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.22K+ 11.65% |
$65.9K - $78.9K
|
21.2K
$769K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2K+ 44.98% |
$59.3K - $71K
|
6.43K
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.57KNew |
$46.6K - $55.9K
|
1.57K
$56.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.41K+ 4.67% |
$42K - $50.3K
|
31.7K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.2K+ 12.75% |
$35.6K - $42.6K
|
10.6K
$383K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
984+ 2.28% |
$29.2K - $35K
|
44.2K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
892+ 4.58% |
$26.5K - $31.8K
|
20.4K
$737K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
837+ 1.38% |
$24.9K - $29.8K
|
61.4K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
725+ 4.75% |
$21.5K - $25.8K
|
16K
$579K
|
|
|
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 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
449+ 7.38% |
$13.3K - $16K
|
6.53K
$236K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
295New |
$8.77K - $10.5K
|
295
$10.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186New |
$5.53K - $6.62K
|
186
$6.74K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
173+ 2.42% |
$5.14K - $6.16K
|
7.33K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
127+ 0.66% |
$3.77K - $4.52K
|
19.3K
$697K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
57+ 0.1% |
$1.69K - $2.03K
|
60K
$2.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55+ 0.52% |
$1.63K - $1.96K
|
10.5K
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
50+ 7.75% |
$1.49K - $1.78K
|
695
$25.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
42+ 12.14% |
$1.25K - $1.5K
|
388
$14K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
27+ 0.41% |
$802 - $961
|
6.66K
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.37% |
$446 - $534
|
4.05K
$147K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 0.34% |
$416 - $498
|
4.15K
$150K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.16% |
$267 - $320
|
5.67K
$205K
|
|
|
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 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$29.7 - $35.6
|
235
$8.51K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
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
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.5K+ 262975.0% |
$356K - $409K
|
10.5K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.32KNew |
$282K - $324K
|
8.32K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.8K+ 4.77% |
$230K - $264K
|
149K
$5.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.51KNew |
$220K - $253K
|
6.51K
$236K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329New |
$11.1K - $12.8K
|
329
$11.9K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29KNew |
$1.07M - $1.18M
|
29K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.7KNew |
$432K - $478K
|
11.7K
$425K
|
|