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 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-479- 99.79% |
$14.2K - $17.1K
|
1
$38.9
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-551- 1.78% |
$16.4K - $19.6K
|
30.4K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-658- 39.0% |
$19.6K - $23.4K
|
1.03K
$40K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-883- 6.97% |
$26.2K - $31.4K
|
11.8K
$459K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.38K- 9.48% |
$41K - $49.1K
|
13.2K
$513K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.55K- 2.4% |
$45.9K - $55K
|
62.8K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.01K- 34.88% |
$59.8K - $71.6K
|
3.76K
$146K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.07K- 21.04% |
$61.5K - $73.7K
|
7.77K
$302K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.27K- 4.82% |
$67.6K - $80.9K
|
44.9K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.53K- 19.0% |
$75.3K - $90.1K
|
10.8K
$420K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.56K- 10.38% |
$76.2K - $91.2K
|
22.1K
$861K
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.39K- 14.75% |
$101K - $121K
|
19.6K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.44K- 20.94% |
$102K - $123K
|
13K
$506K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.72K- 39.2% |
$110K - $132K
|
5.77K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.05K- 48.18% |
$180K - $215K
|
6.51K
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.68K- 88.32% |
$258K - $309K
|
1.15K
$44.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.41K- 19.54% |
$280K - $335K
|
38.8K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-23.4K- 59.44% |
$696K - $833K
|
16K
$622K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-30.6K- 13.67% |
$910K - $1.09M
|
193K
$7.53M
|