Latest Institutional Transactions on Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Inspire (WWJD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
318New |
$9.11K - $10.1K
|
318
$10.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
58.1KNew |
$1.67M - $1.84M
|
58.1K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.73K- 46.91% |
$49.6K - $54.9K
|
1.96K
$65.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
312+ 4.75% |
$8.94K - $9.9K
|
6.88K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
21.6KNew |
$618K - $684K
|
21.6K
$722K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.3K- 18.34% |
$325K - $359K
|
50.5K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.78KNew |
$280K - $310K
|
9.78K
$328K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.22K+ 9.39% |
$35K - $38.8K
|
14.2K
$477K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.63K+ 12.07% |
$46.6K - $51.5K
|
15.1K
$505K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-8.93K- 26.53% |
$256K - $283K
|
24.7K
$828K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
25.6KNew |
$733K - $811K
|
25.6K
$856K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.7KNew |
$480K - $531K
|
16.7K
$561K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
4.15K+ 7.95% |
$119K - $132K
|
56.3K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.77K- 47.41% |
$251K - $278K
|
9.73K
$326K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 41.99% |
$399K - $442K
|
47.1K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.4K+ 3.53% |
$327K - $361K
|
335K
$11.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8.32K+ 5.46% |
$238K - $264K
|
161K
$5.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.69KNew |
$278K - $307K
|
9.69K
$324K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.11K- 27.54% |
$31.9K - $35.8K
|
2.92K
$97.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.18KNew |
$34.1K - $38.2K
|
1.18K
$39.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-462- 12.67% |
$13.3K - $14.9K
|
3.18K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.44K+ 11.87% |
$41.4K - $46.4K
|
13.6K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
38.3KNew |
$1.1M - $1.24M
|
38.3K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.6K- 4.53% |
$564K - $633K
|
413K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400New |
$11.5K - $12.9K
|
400
$13.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-892- 8.04% |
$25.7K - $28.8K
|
10.2K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7+ 5.88% |
$201 - $226
|
126
$4.22K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.7KNew |
$338K - $379K
|
11.7K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.37K- 6.36% |
$39.4K - $44.3K
|
20.2K
$676K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54New |
$1.55K - $1.74K
|
54
$1.81K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5- 2.04% |
$144 - $161
|
240
$8.04K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
69New |
$1.98K - $2.23K
|
69
$2.31K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.91K+ 2095.6% |
$54.8K - $61.6K
|
2K
$66.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
194+ 4.03% |
$5.58K - $6.26K
|
5K
$168K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25+ 5.3% |
$719 - $807
|
497
$16.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.36K- 45.69% |
$183K - $205K
|
7.56K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
130+ 3.74% |
$3.74K - $4.2K
|
3.61K
$121K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-976- 8.56% |
$28.1K - $31.5K
|
10.4K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.98KNew |
$85.6K - $96.1K
|
2.98K
$99.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
43.5K+ 9.61% |
$1.25M - $1.4M
|
496K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 15.1% |
$69.3K - $77.8K
|
18.4K
$615K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
492+ 6.48% |
$14.1K - $15.9K
|
8.08K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 1.39% |
$115 - $129
|
291
$9.75K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-234- 2.94% |
$6.76K - $7.61K
|
7.72K
$259K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.82KNew |
$197K - $222K
|
6.82K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.52KNew |
$217K - $245K
|
7.52K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.74KNew |
$79.2K - $89.1K
|
2.74K
$91.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
342+ 35.63% |
$9.89K - $11.1K
|
1.3K
$43.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
407New |
$11.8K - $13.2K
|
407
$13.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.03K- 23.62% |
$58.5K - $65.9K
|
6.55K
$219K
|
|