As of 30 Sep 2025, 75 institutional investors reported holding 3,603,765 shares of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 547,322 | $21,334,800 | +$10,523,601 | $38.58 | 11 |
| 2025 Q3 | 3,603,765 | $139,934,299 | -$12,985,176 | $38.86 | 75 |
| 2025 Q2 | 3,908,384 | $139,082,605 | +$11,807,291 | $35.53 | 78 |
| 2025 Q1 | 3,565,531 | $121,905,135 | -$8,183,562 | $34.12 | 79 |
| 2024 Q4 | 3,805,423 | $142,793,503 | +$18,428,554 | $37.52 | 81 |
| 2024 Q3 | 3,293,586 | $124,825,072 | -$5,989,618 | $37.90 | 72 |
| 2024 Q2 | 3,472,340 | $120,644,372 | -$2,411,002 | $34.63 | 70 |
| 2024 Q1 | 3,552,201 | $127,593,063 | -$21,787,015 | $36.01 | 61 |
| 2023 Q4 | 4,158,066 | $143,919,264 | +$15,955,048 | $34.70 | 60 |
| 2023 Q3 | 3,594,378 | $109,234,957 | +$4,431,578 | $30.39 | 59 |
| 2023 Q2 | 3,447,781 | $110,778,826 | +$12,396,228 | $32.13 | 56 |
| 2023 Q1 | 3,053,409 | $94,776,346 | +$4,625,006 | $31.04 | 50 |
| 2022 Q4 | 2,905,420 | $87,483,097 | +$2,995,586 | $30.11 | 50 |
| 2022 Q3 | 2,804,080 | $76,806,707 | -$4,473,059 | $27.38 | 42 |
| 2022 Q2 | 2,965,931 | $84,925,000 | +$6,309,727 | $28.56 | 41 |
| 2022 Q1 | 2,740,241 | $90,791,203 | -$1,480,848 | $33.19 | 43 |
| 2021 Q4 | 2,771,354 | $97,055,402 | +$7,343,650 | $35.24 | 41 |
| 2021 Q3 | 2,559,562 | $91,321,644 | -$38,210 | $35.43 | 36 |
| 2021 Q2 | 2,559,952 | $93,916,000 | -$1,162,780 | $36.73 | 37 |
| 2021 Q1 | 2,576,317 | $91,920,000 | +$813,584 | $35.59 | 37 |
| 2020 Q4 | 2,552,601 | $76,975,000 | -$8,163 | $29.89 | 34 |
| 2020 Q3 | 1,218,337 | $27,767,000 | -$12,664,745 | $22.72 | 29 |
| 2020 Q2 | 1,765,607 | $39,953,000 | -$12,957,378 | $22.60 | 32 |
| 2020 Q1 | 2,356,323 | $45,380,969 | +$4,532,688 | $19.26 | 29 |
| 2019 Q4 | 2,042,942 | $57,645,938 | -$13,037,831 | $28.20 | 34 |
| 2019 Q3 | 2,497,967 | $65,717,845 | -$720,541 | $26.34 | 28 |
| 2019 Q2 | 1,082,771 | $28,841,782 | -$327,720 | $26.69 | 26 |
| 2019 Q1 | 1,064,301 | $27,984,948 | +$1,613,738 | $26.29 | 20 |
| 2018 Q4 | 983,302 | $22,458,000 | +$177,733 | $22.84 | 15 |
| 2018 Q3 | 935,426 | $27,535,000 | +$5,312,495 | $29.42 | 20 |
| 2018 Q2 | 756,102 | $21,454,000 | +$3,375,678 | $28.40 | 15 |
| 2018 Q1 | 637,598 | $16,724,000 | +$1,487,118 | $26.22 | 13 |
| 2017 Q4 | 580,628 | $15,354,000 | +$2,661,654 | $26.44 | 10 |
| 2017 Q3 | 48,416 | $1,271,000 | +$423,453 | $26.26 | 7 |
| 2017 Q2 | 32,275 | $814,000 | +$751,496 | $25.21 | 4 |
| 2017 Q1 | 2,480 | $62,000 | +$62,000 | $25.00 | 2 |
| 2016 Q2 | 0 | $0 | -$24,000 | $38.58 | 0 |
| 2016 Q1 | 927 | $24,000 | $25.89 | 1 |