Purchases and Sales Made in Q2 2025 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q2 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV.
| 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
$12M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
125K+ 467.22% |
$3.73M - $4.47M
|
152K
$5.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
87K+ 6.71% |
$2.59M - $3.1M
|
1.38M
$53.8M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
47K+ 17.51% |
$1.4M - $1.67M
|
316K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23KNew |
$683K - $818K
|
23K
$894K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.9K+ 9.09% |
$471K - $565K
|
190K
$7.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.7K+ 32.12% |
$437K - $523K
|
60.4K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
13.3KNew |
$396K - $475K
|
13.3K
$519K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.88K+ 5.16% |
$234K - $280K
|
161K
$6.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.92K+ 21.67% |
$206K - $246K
|
38.9K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
6.84K+ 3.07% |
$203K - $244K
|
230K
$8.95M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.91KNew |
$175K - $210K
|
5.91K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.59K+ 42.31% |
$166K - $199K
|
18.8K
$732K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.82K+ 919.08% |
$143K - $171K
|
5.34K
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.3K+ 43.0% |
$128K - $153K
|
14.3K
$557K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.46K+ 18.9% |
$73K - $87.4K
|
15.5K
$601K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.22K+ 11.65% |
$65.9K - $78.9K
|
21.2K
$827K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2K+ 44.98% |
$59.3K - $71K
|
6.43K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.57KNew |
$46.6K - $55.9K
|
1.57K
$61.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.41K+ 4.67% |
$42K - $50.3K
|
31.7K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.2K+ 12.75% |
$35.6K - $42.6K
|
10.6K
$412K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
984+ 2.28% |
$29.2K - $35K
|
44.2K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
892+ 4.58% |
$26.5K - $31.8K
|
20.4K
$792K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
837+ 1.38% |
$24.9K - $29.8K
|
61.4K
$2.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
725+ 4.75% |
$21.5K - $25.8K
|
16K
$622K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
473+ 7.36% |
$14.1K - $16.8K
|
6.9K
$269K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
449+ 7.38% |
$13.3K - $16K
|
6.53K
$254K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
295New |
$8.77K - $10.5K
|
295
$11.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186New |
$5.53K - $6.62K
|
186
$7.24K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
173+ 2.42% |
$5.14K - $6.16K
|
7.33K
$285K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
127+ 0.66% |
$3.77K - $4.52K
|
19.3K
$749K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
57+ 0.1% |
$1.69K - $2.03K
|
60K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55+ 0.52% |
$1.63K - $1.96K
|
10.5K
$410K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
50+ 7.75% |
$1.49K - $1.78K
|
695
$27K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
42+ 12.14% |
$1.25K - $1.5K
|
388
$15.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
27+ 0.41% |
$802 - $961
|
6.66K
$259K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.37% |
$446 - $534
|
4.05K
$158K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 0.34% |
$416 - $498
|
4.15K
$162K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.16% |
$267 - $320
|
5.67K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$29.7 - $35.6
|
235
$9.15K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1+ 0.9% |
$29.7 - $35.6
|
112
$4.36K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$29.7 - $35.6
|
1
$38.9
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5- 0.08% |
$149 - $178
|
6.49K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-251- 1.72% |
$7.46K - $8.94K
|
14.3K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-286- 4.83% |
$8.5K - $10.2K
|
5.64K
$219K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-397- 1.64% |
$11.8K - $14.1K
|
23.8K
$925K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-406- 5.27% |
$12.1K - $14.5K
|
7.3K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-410- 26.94% |
$12.2K - $14.6K
|
1.11K
$43.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-411- 1.37% |
$12.2K - $14.6K
|
29.6K
$1.15M
|