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 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-17- 7.08% |
$466 - $583
|
223
$7.72K
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-19- 0.22% |
$521 - $652
|
8.75K
$303K
|
|
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
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-196- 1.01% |
$5.38K - $6.73K
|
19.2K
$666K
|
|
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
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-849- 1.78% |
$23.3K - $29.1K
|
47K
$1.63M
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.15K- 14.23% |
$31.6K - $39.5K
|
6.94K
$241K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.32K- 2.33% |
$36.2K - $45.3K
|
55.3K
$1.92M
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.38K- 9.17% |
$37.9K - $47.5K
|
13.7K
$475K
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.18K- 0.35% |
$59.9K - $75K
|
617K
$21.4M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.68K- 18.85% |
$73.6K - $92.1K
|
11.6K
$400K
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.01K- 22.85% |
$82.6K - $103K
|
10.2K
$352K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.21K- 5.91% |
$88K - $110K
|
51.1K
$1.77M
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.89K- 19.25% |
$107K - $133K
|
16.3K
$565K
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.23K- 24.83% |
$143K - $179K
|
15.8K
$548K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.6K- 3.35% |
$154K - $192K
|
161K
$5.59M
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.51K- 6.63% |
$178K - $223K
|
91.6K
$3.17M
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-6.89K- 5.97% |
$189K - $236K
|
109K
$3.76M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.3K- 25.12% |
$556K - $696K
|
60.4K
$2.09M
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-32.1K- 8.07% |
$881K - $1.1M
|
366K
$12.7M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-36K- 41.88% |
$986K - $1.23M
|
49.9K
$1.73M
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-49.9K- 9.63% |
$1.37M - $1.71M
|
468K
$16.2M
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-123K- 4.52% |
$3.36M - $4.21M
|
2.59M
$89.7M
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-123K- 21.17% |
$3.38M - $4.23M
|
459K
$15.9M
|