Purchases and Sales Made in Q4 2024 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-485- 3.27% |
$17.9K - $19.8K
|
14.3K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-593- 63.15% |
$21.8K - $24.2K
|
346
$12.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-649- 4.18% |
$23.9K - $26.4K
|
14.9K
$542K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-702- 8.07% |
$25.8K - $28.6K
|
8K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-828- 3.25% |
$30.5K - $33.7K
|
24.7K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-922- 12.14% |
$33.9K - $37.6K
|
6.68K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-1.02K- 3.08% |
$37.4K - $41.4K
|
32K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.1K- 5.62% |
$40.5K - $44.8K
|
18.5K
$673K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.27K- 3.06% |
$46.8K - $51.8K
|
40.3K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.57K- 5.98% |
$57.8K - $63.9K
|
24.7K
$900K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.68K- 20.21% |
$61.9K - $68.5K
|
6.64K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.86K- 2.8% |
$68.4K - $75.8K
|
64.5K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.57K- 9.96% |
$131K - $145K
|
32.3K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.26K- 22.79% |
$157K - $173K
|
14.4K
$526K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4.77K- 36.35% |
$176K - $194K
|
8.36K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-5.87K- 16.79% |
$216K - $239K
|
29.1K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-14.9K- 5.85% |
$550K - $609K
|
240K
$8.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18K- 38.32% |
$661K - $732K
|
28.9K
$1.05M
|