How many shares of IBD does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 180,131 shares of IBD (NORTHERN LTS FD TR IV).

What is ENVESTNET ASSET MANAGEMENT INC's IBD position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's IBD position is worth $4.3M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling IBD?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their IBD position (+15.4% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy IBD?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in IBD in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

IBD
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in NORTHERN LTS FD TR IV

Current Value

$4.3M

Current Shares

180,131

Total Value Change

+$3M

Total Shares Change

+128,476

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	180,131	+15.4%	$4.3M	0.0%	$23.69	31
2026-Q1	Increased	156,095	+0.1%	$3.7M	0.0%	$23.53	27
2025-Q4	Increased	155,911	+6.9%	$3.8M	0.0%	$23.64	29
2025-Q3	Increased	145,885	+11.8%	$3.5M	0.0%	$23.32	30
2025-Q2	Decreased	130,435	-3.2%	$3.1M	0.0%	$22.94	0
2025-Q1	Increased	134,761	+3.0%	$3.2M	0.0%	$22.45	27
2024-Q4	Decreased	130,770	-6.3%	$3.1M	0.0%	$21.95	0
2024-Q3	Increased	139,490	+1.2%	$3.4M	0.0%	$22.29	27
2024-Q2	Decreased	137,786	-7.7%	$3.2M	0.0%	$21.35	0
2024-Q1	Increased	149,249	+6.8%	$3.5M	0.0%	$21.28	28
2023-Q4	Decreased	139,803	-11.1%	$3.3M	0.0%	$21.19	0
2023-Q3	Increased	157,194	+11.5%	$3.6M	0.0%	$20.10	30
2023-Q2	Decreased	140,986	-1.4%	$3.3M	0.0%	$20.32	0
2023-Q1	Increased	142,919	+4.0%	$3.3M	0.0%	$20.44	28
2022-Q4	Increased	137,404	+7.6%	$3.2M	0.0%	$19.99	28
2022-Q3	Decreased	127,718	-4.4%	$2.9M	0.0%	$19.48	0
2022-Q2	Decreased	133,636	-1.9%	$3.1M	0.0%	$20.07	0
2022-Q1	Increased	136,261	+10.4%	$3.3M	0.0%	$20.84	29
2021-Q4	Decreased	123,371	-17.3%	$3.2M	0.0%	$21.95	0
2021-Q3	Increased	149,115	+3.2%	$3.9M	0.0%	$22.18	28
2021-Q2	Increased	144,515	+8.5%	$3.8M	0.0%	$22.24	29
2021-Q1	Increased	133,229	+13.0%	$3.4M	0.0%	$21.83	30
2020-Q4	Increased	117,869	+3.7%	$3.1M	0.0%	$22.37	27
2020-Q3	Decreased	113,693	-10.8%	$3M	0.0%	$22.06	0
2020-Q2	Increased	127,396	+79.0%	$3.4M	0.0%	$21.99	40
2020-Q1	Decreased	71,179	-2.5%	$1.7M	0.0%	$20.26	0
2019-Q4	Increased	73,029	+0.0%	$1.9M	0.0%	$21.28	26
2019-Q3	Decreased	73,011	-15.0%	$1.9M	0.0%	$21.07	0
2019-Q2	Increased	85,869	+45.8%	$2.2M	0.0%	$20.91	35
2019-Q1	Increased	58,903	+14.0%	$1.5M	0.0%	$20.36	29
2018-Q4	New	51,655	-	$1.3M	0.0%	$19.68	35

Other major holders of IBD: LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JANE STREET GROUP, LLC

IBD31 quarters

IBD
31 quarters