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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-30.6K- 13.67% |
$910K - $1.09M
|
193K
$7M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-23.4K- 59.44% |
$696K - $833K
|
16K
$578K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.41K- 19.54% |
$280K - $335K
|
38.8K
$1.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.68K- 88.32% |
$258K - $309K
|
1.15K
$41.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.05K- 48.18% |
$180K - $215K
|
6.51K
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.72K- 39.2% |
$110K - $132K
|
5.77K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.44K- 20.94% |
$102K - $123K
|
13K
$471K
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.39K- 14.75% |
$101K - $121K
|
19.6K
$709K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.56K- 10.38% |
$76.2K - $91.2K
|
22.1K
$801K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.53K- 19.0% |
$75.3K - $90.1K
|
10.8K
$391K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.27K- 4.82% |
$67.6K - $80.9K
|
44.9K
$1.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.07K- 21.04% |
$61.5K - $73.7K
|
7.77K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.01K- 34.88% |
$59.8K - $71.6K
|
3.76K
$136K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.55K- 2.4% |
$45.9K - $55K
|
62.8K
$2.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.38K- 9.48% |
$41K - $49.1K
|
13.2K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-883- 6.97% |
$26.2K - $31.4K
|
11.8K
$427K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-658- 39.0% |
$19.6K - $23.4K
|
1.03K
$37.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-551- 1.78% |
$16.4K - $19.6K
|
30.4K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-479- 99.79% |
$14.2K - $17.1K
|
1
$36.2
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-411- 1.37% |
$12.2K - $14.6K
|
29.6K
$1.07M
|
|
|
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 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-406- 5.27% |
$12.1K - $14.5K
|
7.3K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-397- 1.64% |
$11.8K - $14.1K
|
23.8K
$860K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-286- 4.83% |
$8.5K - $10.2K
|
5.64K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-251- 1.72% |
$7.46K - $8.94K
|
14.3K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5- 0.08% |
$149 - $178
|
6.49K
$235K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.9K- 47.19% |
$573K - $658K
|
18.9K
$686K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.5K- 8.7% |
$50.9K - $58.4K
|
15.8K
$571K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-278- 15.33% |
$9.42K - $10.8K
|
1.54K
$55.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-59- 2.75% |
$2K - $2.3K
|
2.09K
$75.6K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.1K- 5.62% |
$40.5K - $44.8K
|
18.5K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-485- 3.27% |
$17.9K - $19.8K
|
14.3K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 31.82% |
$1.29K - $1.43K
|
75
$2.72K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48- 64.86% |
$1.63K - $1.84K
|
26
$941
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.28K- 96.53% |
$75.2K - $82.5K
|
82
$2.97K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-569- 45.52% |
$18.8K - $20.6K
|
681
$24.7K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.49K- 97.53% |
$81.7K - $89.7K
|
63
$2.28K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.2K- 65.04% |
$372K - $462K
|
7.09K
$257K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-967- 0.43% |
$27.3K - $33.9K
|
223K
$8.07M
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.51K- 14.53% |
$44.1K - $48.4K
|
8.86K
$321K
|
|
| 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
$1M
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.28K- 35.21% |
$119K - $143K
|
7.88K
$285K
|
|
|
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
|
|