Purchases and Sales Made in Q2 2024 in Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD) during Q2 2024. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
626K+ 28.91% |
$18.1M - $19.6M
|
2.79M
$83.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
155K+ 62.17% |
$4.46M - $4.83M
|
404K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
149K+ 28.2% |
$4.29M - $4.64M
|
675K
$20.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
90.4KNew |
$2.61M - $2.83M
|
90.4K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.5K+ 40210.81% |
$1.72M - $1.86M
|
59.7K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52K+ 444.39% |
$1.5M - $1.62M
|
63.7K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.5K+ 339.59% |
$1.4M - $1.51M
|
62.8K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
37.6KNew |
$1.08M - $1.17M
|
37.6K
$1.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6KNew |
$855K - $926K
|
29.6K
$888K
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
28.5K+ 7.04% |
$824K - $892K
|
434K
$13M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
26.4KNew |
$762K - $825K
|
26.4K
$792K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24.6K+ 16.53% |
$709K - $768K
|
173K
$5.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
23.6K+ 183.44% |
$680K - $737K
|
36.4K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.4K+ 28.23% |
$473K - $512K
|
74.5K
$2.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.5KNew |
$332K - $359K
|
11.5K
$345K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.5K+ 3.46% |
$302K - $327K
|
313K
$9.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
8.57KNew |
$247K - $268K
|
8.57K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.79KNew |
$225K - $243K
|
7.79K
$233K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.21K+ 7.17% |
$208K - $225K
|
108K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.49K+ 4.7% |
$187K - $203K
|
145K
$4.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.8K+ 9.93% |
$167K - $181K
|
64.2K
$1.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
4.13K+ 15.68% |
$119K - $129K
|
30.5K
$913K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.03K+ 1544.06% |
$116K - $126K
|
4.29K
$129K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4K+ 655.16% |
$115K - $125K
|
4.61K
$138K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.28K+ 2.04% |
$65.7K - $71.1K
|
114K
$3.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.2K+ 27.32% |
$63.4K - $68.7K
|
10.2K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.15KNew |
$33K - $35.8K
|
1.15K
$34.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
938+ 3.74% |
$27.1K - $29.3K
|
26K
$779K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
873New |
$25.2K - $27.3K
|
873
$26.2K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
873New |
$25.2K - $27.3K
|
873
$26.2K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
712+ 6.55% |
$20.5K - $22.2K
|
11.6K
$347K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
608+ 3.59% |
$17.5K - $19K
|
17.5K
$525K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
585+ 0.64% |
$16.9K - $18.3K
|
92.2K
$2.76M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
330+ 2.12% |
$9.52K - $10.3K
|
15.9K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
270New |
$7.79K - $8.43K
|
270
$8.09K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
176+ 45.71% |
$5.08K - $5.5K
|
561
$16.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
142+ 1.98% |
$4.1K - $4.44K
|
7.32K
$219K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91+ 5.36% |
$2.63K - $2.84K
|
1.79K
$53.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
69New |
$1.99K - $2.16K
|
69
$2.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
65+ 0.82% |
$1.88K - $2.03K
|
7.96K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
42New |
$1.21K - $1.31K
|
42
$1.26K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
28+ 0.25% |
$808 - $875
|
11.3K
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.35% |
$28.9 - $31.2
|
284
$8.51K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-9- 5.96% |
$260 - $281
|
142
$4.26K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27- 1.91% |
$779 - $843
|
1.39K
$41.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-34- 0.54% |
$981 - $1.06K
|
6.22K
$186K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-37- 0.21% |
$1.07K - $1.16K
|
17.9K
$538K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54- 8.94% |
$1.56K - $1.69K
|
550
$16.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54- 8.94% |
$1.56K - $1.69K
|
550
$16.5K
|