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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
30New |
$823 - $1.03K
|
30
$1.04K
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
88.3K+ 55.02% |
$2.42M - $3.03M
|
249K
$8.62M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 5.67% |
$933 - $1.17K
|
634
$22K
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.48KNew |
$205K - $257K
|
7.48K
$259K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-194- 3.88% |
$5.32K - $6.66K
|
4.81K
$167K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.98KNew |
$246K - $308K
|
8.98K
$311K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.68K- 18.85% |
$73.6K - $92.1K
|
11.6K
$400K
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-49.9K- 9.63% |
$1.37M - $1.71M
|
468K
$16.2M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$6.86K - $8.58K
|
250
$8.66K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.83K+ 42.49% |
$160K - $200K
|
19.5K
$677K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.04K+ 36.05% |
$166K - $207K
|
22.8K
$789K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
113K+ 561.16% |
$3.1M - $3.88M
|
133K
$4.61M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53+ 0.66% |
$1.45K - $1.82K
|
8.13K
$282K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.52KNew |
$69.1K - $86.5K
|
2.52K
$87.3K
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.3K+ 38.05% |
$118K - $148K
|
15.6K
$540K
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
200+ 0.42% |
$5.49K - $6.86K
|
47.3K
$1.64M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-580- 5.93% |
$15.9K - $19.9K
|
9.2K
$319K
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
3.53K+ 16.35% |
$96.7K - $121K
|
25.1K
$869K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
222New |
$6.09K - $7.62K
|
222
$7.69K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35.5K+ 61.14% |
$975K - $1.22M
|
93.7K
$3.25M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-840- 28.82% |
$23K - $28.8K
|
2.08K
$71.9K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
16.9K+ 68.23% |
$463K - $579K
|
41.6K
$1.44M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.81K+ 1.74% |
$159K - $200K
|
340K
$11.8M
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.47K+ 15.21% |
$40.4K - $50.6K
|
11.2K
$387K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.46K+ 2.58% |
$39.9K - $50K
|
57.8K
$2M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-373- 3.84% |
$10.2K - $12.8K
|
9.35K
$324K
|
|
Q1 2025 | |||||||
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-342- 16.06% |
$9.8K - $10.8K
|
1.79K
$61.9K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.4KNew |
$583K - $646K
|
20.4K
$705K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.6KNew |
$275K - $305K
|
9.6K
$333K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.98K+ 100.0% |
$200K - $221K
|
14K
$484K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.35K- 6.51% |
$38.8K - $42.9K
|
19.4K
$673K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-233- 34.93% |
$6.68K - $7.39K
|
434
$15K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
90+ 0.6% |
$2.58K - $2.85K
|
15.1K
$525K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
81.8KNew |
$2.34M - $2.59M
|
81.8K
$2.83M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.8K+ 21.7% |
$224K - $248K
|
43.8K
$1.52M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
168New |
$4.81K - $5.33K
|
168
$5.82K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.07K+ 788.43% |
$87.9K - $97.3K
|
3.46K
$120K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.07KNew |
$59.4K - $65.8K
|
2.07K
$71.8K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.73K- 46.91% |
$49.6K - $54.9K
|
1.96K
$67.8K
|
|
Q4 2024 | |||||||
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.18KNew |
$34.1K - $38.2K
|
1.18K
$41K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-462- 12.67% |
$13.3K - $14.9K
|
3.18K
$110K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
38.3KNew |
$1.1M - $1.24M
|
38.3K
$1.33M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.6K- 4.53% |
$564K - $633K
|
413K
$14.3M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400New |
$11.5K - $12.9K
|
400
$13.9K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-892- 8.04% |
$25.7K - $28.8K
|
10.2K
$354K
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7+ 5.88% |
$201 - $226
|
126
$4.36K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.7KNew |
$338K - $379K
|
11.7K
$407K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54New |
$1.55K - $1.74K
|
54
$1.87K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.91K+ 2095.6% |
$54.8K - $61.6K
|
2K
$69.2K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25+ 5.3% |
$719 - $807
|
497
$17.2K
|