Purchases and Sales Made in Q2 2025 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 2025. 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 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
433K+ 6297.12% |
$11.9M - $14.9M
|
440K
$15.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
265KNew |
$7.27M - $9.09M
|
265K
$9.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
113K+ 561.16% |
$3.1M - $3.88M
|
133K
$4.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
88.3K+ 55.02% |
$2.42M - $3.03M
|
249K
$8.62M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
59K+ 59.51% |
$1.62M - $2.03M
|
158K
$5.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35.5K+ 61.14% |
$975K - $1.22M
|
93.7K
$3.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8K+ 24.2% |
$680K - $851K
|
127K
$4.41M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.9K+ 46.3% |
$545K - $682K
|
62.8K
$2.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
16.9K+ 68.23% |
$463K - $579K
|
41.6K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11.4K+ 2.41% |
$313K - $391K
|
485K
$16.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.98KNew |
$246K - $308K
|
8.98K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
8.93K+ 25.19% |
$245K - $306K
|
44.4K
$1.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.24K+ 43.98% |
$226K - $283K
|
27K
$934K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.94K+ 10.47% |
$218K - $272K
|
83.8K
$2.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.48KNew |
$205K - $257K
|
7.48K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.13KNew |
$168K - $210K
|
6.13K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.04K+ 36.05% |
$166K - $207K
|
22.8K
$789K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.83K+ 42.49% |
$160K - $200K
|
19.5K
$677K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.81K+ 1.74% |
$159K - $200K
|
340K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.33K+ 10.41% |
$146K - $183K
|
56.5K
$1.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.34K+ 1366.04% |
$119K - $149K
|
4.66K
$161K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.3K+ 38.05% |
$118K - $148K
|
15.6K
$540K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
3.96K+ 15.48% |
$109K - $136K
|
29.5K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
3.53K+ 16.35% |
$96.7K - $121K
|
25.1K
$869K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.11K+ 6.17% |
$85.4K - $107K
|
53.6K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.93K+ 28.08% |
$80.3K - $100K
|
13.3K
$462K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.52KNew |
$69.1K - $86.5K
|
2.52K
$87.3K
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
805+ 3.76% |
$22.1K - $27.6K
|
22.2K
$770K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
545+ 1.5% |
$14.9K - $18.7K
|
36.8K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
412+ 1.5% |
$11.3K - $14.1K
|
28K
$968K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$6.86K - $8.58K
|
250
$8.66K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
222New |
$6.09K - $7.62K
|
222
$7.69K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
200+ 0.42% |
$5.49K - $6.86K
|
47.3K
$1.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
100+ 0.15% |
$2.74K - $3.43K
|
66.1K
$2.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
55New |
$1.51K - $1.89K
|
55
$1.91K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53+ 0.66% |
$1.45K - $1.82K
|
8.13K
$282K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 5.67% |
$933 - $1.17K
|
634
$22K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
30New |
$823 - $1.03K
|
30
$1.04K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.34% |
$27.4 - $34.3
|
292
$10.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1+ 0.37% |
$27.4 - $34.3
|
271
$9.39K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-27- 0.56% |
$741 - $927
|
4.78K
$165K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-177- 2.47% |
$4.86K - $6.07K
|
6.99K
$242K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-194- 3.88% |
$5.32K - $6.66K
|
4.81K
$167K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-373- 3.84% |
$10.2K - $12.8K
|
9.35K
$324K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-580- 5.93% |
$15.9K - $19.9K
|
9.2K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-605- 16.78% |
$16.6K - $20.8K
|
3K
$104K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-840- 28.82% |
$23K - $28.8K
|
2.08K
$71.9K
|