Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-50.9K- 47.92% |
$1.73M - $1.95M
|
55.4K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14.5K- 28.74% |
$492K - $554K
|
35.8K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-13.3K- 4.97% |
$454K - $512K
|
255K
$9.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-9.19K- 21.78% |
$313K - $352K
|
33K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.7K- 7.9% |
$194K - $219K
|
66.4K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.12K- 16.32% |
$174K - $196K
|
26.3K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.51K- 34.65% |
$154K - $173K
|
8.51K
$333K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.04K- 20.28% |
$69.3K - $78.1K
|
8K
$313K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.95K- 12.94% |
$66.4K - $74.9K
|
13.1K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.91K- 2.37% |
$64.9K - $73.2K
|
78.6K
$3.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 78.09% |
$49.9K - $56.2K
|
411
$16.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.2K- 35.91% |
$40.9K - $46.1K
|
2.15K
$83.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-918- 5.42% |
$31.2K - $35.2K
|
16K
$625K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-738- 6.74% |
$25.1K - $28.3K
|
10.2K
$399K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-607- 5.85% |
$20.7K - $23.3K
|
9.76K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-546- 3.4% |
$18.6K - $21K
|
15.5K
$606K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-249- 1.32% |
$8.47K - $9.55K
|
18.7K
$730K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64- 0.14% |
$2.18K - $2.46K
|
46.8K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-54- 2.43% |
$1.84K - $2.07K
|
2.17K
$84.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-51- 2.93% |
$1.74K - $1.96K
|
1.69K
$65.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48- 64.86% |
$1.63K - $1.84K
|
26
$1.02K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-13.1K- 46.94% |
$432K - $474K
|
14.8K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.58K- 31.2% |
$217K - $238K
|
14.5K
$567K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.28K- 96.53% |
$75.2K - $82.5K
|
82
$3.2K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.55K- 20.4% |
$51.1K - $56.1K
|
6.05K
$236K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-569- 45.52% |
$18.8K - $20.6K
|
681
$26.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 35.29% |
$1.98K - $2.17K
|
110
$4.3K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.49K- 97.53% |
$81.7K - $89.7K
|
63
$2.46K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-1.52K- 8.07% |
$49.7K - $54.6K
|
17.3K
$674K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.2K- 65.04% |
$372K - $462K
|
7.09K
$277K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-967- 0.43% |
$27.3K - $33.9K
|
223K
$8.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-522- 2.74% |
$14.7K - $18.3K
|
18.5K
$723K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.51K- 14.53% |
$44.1K - $48.4K
|
8.86K
$346K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-22.1KClosed |
$613K - $700K
|
0
$0
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.39K- 7.97% |
$66.4K - $75.9K
|
27.6K
$1.08M
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.28K- 35.21% |
$119K - $143K
|
7.88K
$308K
|
|
|
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
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$40.1K - $46.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-768Closed |
$25.6K - $29.9K
|
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
|
|
|
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
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-29Closed |
$1.02K - $1.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.5KClosed |
$372K - $466K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-258Closed |
$7.67K - $9.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.7KClosed |
$365K - $418K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.9KClosed |
$85K - $97.3K
|
0
$0
|
|