Free Trial
→ Musk’s real agenda in D.C. (From Porter & Company) (Ad) Buy IBD Stock  Free IBD Stock Alerts

Inspire Corporate Bond ETF (IBD) Institutional Ownership

Inspire Corporate Bond ETF logo
$23.70 +0.05 (+0.21%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Inspire Corporate Bond ETF (NYSEARCA:IBD)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$8.21M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$871.47K
Get IBD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Inspire Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IBD Institutional Buying and Selling by Quarter

Remove Ads

Inspire Corporate Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Mosaic Family Wealth Partners LLC8,650$203K0.0%N/A0.068%
2/18/2025 Continuum Advisory LLC1,280$30K0.0%+275.4%0.010%
2/13/2025 United Capital Financial Advisors LLC37,709$884K0.0%N/A0.297%
2/10/2025 Creative Financial Designs Inc. ADV680,277$15.95M1.3%+1.9%5.357%
2/10/2025 Bare Financial Services Inc534,964$12.54M5.0%+8.7%4.212%
2/10/2025 EverSource Wealth Advisors LLC23,505$551K0.0%-33.6%0.185%
2/4/2025 Transcendent Capital Group LLC1,638$38K0.0%+423.3%0.013%
1/30/2025 Vicus Capital74,180$1.74M0.2%+7.3%0.584%
1/29/2025 AIFG Consultants Ltd.18,136$425K0.7%-26.0%0.143%
1/24/2025 Trust Point Inc.42,358$993K0.1%+5.1%0.334%
1/23/2025 Strategic Blueprint LLC15,166$355K0.0%+41.2%0.119%
12/26/2024 JPMorgan Chase & Co.66,904$1.61M0.0%N/A0.527%
10/28/2024 Creative Financial Designs Inc. ADV667,785$16.08M1.4%+20.3%5.258%
10/25/2024 Strategic Blueprint LLC10,740$259K0.0%-8.2%0.085%
10/21/2024 Vicus Capital69,130$1.67M0.1%+12.3%0.544%
10/21/2024 AIFG Consultants Ltd.24,514$590K0.4%-18.6%0.193%
10/17/2024 Trust Point Inc.40,301$970K0.1%-22.8%0.317%
8/14/2024 EverSource Wealth Advisors LLC49,029$1.16M0.1%+343.7%0.386%
7/23/2024 Vicus Capital61,553$1.44M0.1%+5.8%0.485%
4/17/2024 Vicus Capital58,176$1.37M0.1%+2.8%0.524%
2/9/2024 EverSource Wealth Advisors LLC11,146$263K0.0%+630.4%0.100%
2/6/2024 Bare Financial Services Inc122,493$2.89M5.8%N/A1.104%
2/1/2024 Vicus Capital56,574$1.34M0.1%+1.6%0.510%
1/23/2024 Trust Point Inc.55,098$1.30M0.1%N/A0.496%
1/10/2024 Creative Financial Designs Inc. ADV455,283$10.74M1.1%-4.6%4.102%
11/4/2023 EverSource Wealth Advisors LLC1,526$35K0.0%-46.9%0.014%
10/23/2023 Vicus Capital55,670$1.26M0.1%+16.9%0.502%
10/18/2023 Strategic Blueprint LLC11,729$266K0.0%N/A0.106%
8/17/2023 Vicus Capital47,642$1.10M0.1%+43.5%0.429%
8/4/2023 EverSource Wealth Advisors LLC2,876$66K0.0%-27.9%0.025%
7/26/2023 Creative Financial Designs Inc. ADV458,973$10.60M1.2%+66.8%4.062%
5/5/2023 Silver Oak Securities Incorporated57,996$1.36M0.2%+196.6%0.569%
5/2/2023 Vicus Capital33,209$777K0.1%N/A0.326%
4/26/2023 James Investment Research Inc.3,129$73K0.0%+397.5%0.031%
4/25/2023 Creative Financial Designs Inc. ADV275,094$6.44M0.8%-0.2%2.697%
3/6/2023 OLD Mission Capital LLC6,513$150K0.0%N/A0.069%
2/1/2023 Creative Financial Designs Inc. ADV275,553$6.35M0.9%+34.5%2.901%
11/1/2022 Creative Financial Designs Inc. ADV204,843$4.64M0.8%+2.6%1.829%
10/31/2022 James Investment Research Inc.3,208$73K0.0%+18.5%0.029%
10/27/2022 Absolute Capital Management LLC3,122$71K0.1%N/A0.028%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
8/13/2022 PAX Financial Group LLC341,519$7.99M2.0%+24.1%3.521%
8/12/2022 Financial Advocates Investment Management29,924$700K0.1%-14.3%0.308%
8/11/2022 Cetera Investment Advisers20,956$490K0.0%-6.6%0.216%
8/11/2022 Keel Point LLC75,019$1.79M0.3%+14.2%0.773%
8/10/2022 Inspire Investing LLC1,672,226$39.13M5.2%+3.6%17.239%
8/3/2022 Envestnet Asset Management Inc.133,636$3.13M0.0%-1.9%1.378%
8/3/2022 AE Wealth Management LLC14,576$341K0.0%+4.6%0.150%
8/2/2022 Avantax Advisory Services Inc.28,075$657K0.0%-8.6%0.289%
8/2/2022 Lincoln National Corp14,238$333K0.0%N/A0.147%
8/1/2022 EverSource Wealth Advisors LLC4,037$94K0.0%-11.1%0.042%
8/1/2022 Creative Financial Designs Inc. ADV199,697$4.67M0.8%+5.8%2.059%
7/27/2022 LVZ Inc.78,138$1.83M0.3%+2.2%0.814%
7/20/2022 Values First Advisors Inc.67,543$1.58M1.1%+2.7%0.704%
7/19/2022 Commonwealth Equity Services LLC11,828$276K0.0%-27.0%0.123%
7/19/2022 Legacy Wealth Asset Management LLC152,641$3.57M1.4%-4.3%1.590%
7/11/2022 Paradiem LLC63,481$1.49M0.6%-20.0%0.661%
7/11/2022 Range Financial Group LLC29,058$680K0.5%-14.6%0.303%
5/25/2022 EverSource Wealth Advisors LLC4,542$111K0.0%-10.9%0.048%
5/18/2022 Range Financial Group LLC34,039$830K0.5%N/A0.358%
5/12/2022 OneAscent Financial Services LLC9,930$242K0.2%N/A0.105%
5/12/2022 Legacy Wealth Asset Management LLC159,537$3.89M1.4%+7.3%1.679%
5/10/2022 PAX Financial Group LLC275,153$6.71M1.6%+50.2%2.896%
5/10/2022 SILVER OAK SECURITIES Inc14,713$353K0.1%N/A0.155%
5/4/2022 Advisor Group Holdings Inc.190,909$4.66M0.0%+13.8%2.010%
5/4/2022 Commonwealth Equity Services LLC16,210$395K0.0%N/A0.171%
5/4/2022 Envestnet Asset Management Inc.136,261$3.32M0.0%+10.4%1.434%
5/3/2022 Values First Advisors Inc.65,765$1.60M1.0%+5.7%0.692%
4/28/2022 Alphastar Capital Management LLC88,278$2.15M0.2%+6.8%0.929%
4/27/2022 Keel Point LLC65,709$1.60M0.2%+23.0%0.692%
4/27/2022 Avantax Advisory Services Inc.30,710$748K0.0%+18.4%0.323%
4/25/2022 Bailard Inc.15,125$369K0.0%+12.8%0.159%
4/21/2022 Inspire Investing LLC1,613,864$39.35M4.6%-24.3%17.169%
4/21/2022 Inspire Advisors LLC2,216,628$54.05M15.2%+4.0%23.581%
4/20/2022 Koshinski Asset Management Inc.3,827$93K0.0%+137.7%0.041%
4/20/2022 McElhenny Sheffield Capital Management LLC11,870$289K0.1%-48.5%0.126%
4/19/2022 LVZ Inc.76,455$1.86M0.3%+2.4%0.813%
4/18/2022 AE Wealth Management LLC13,937$340K0.0%-50.9%0.148%
4/15/2022 Creative Financial Designs Inc. ADV188,692$4.60M0.7%-50.0%2.007%
4/15/2022 Paradiem LLC79,397$1.91M0.6%+0.7%0.845%
2/10/2022 OLD Mission Capital LLC8,220$212K0.0%N/A0.090%
1/28/2022 McDonald Partners LLC1,944$50K0.0%N/A0.021%
1/28/2022 James Investment Research Inc.2,302$59K0.0%+73.3%0.025%
1/26/2022 Creative Financial Designs Inc. ADV377,287$9.71M1.5%+6.2%4.146%
10/29/2021 Harvest Investment Services LLC13,112$342K0.1%+35.7%0.146%
10/8/2021 Creative Financial Designs Inc. ADV355,424$9.29M1.5%+4.1%4.085%
8/13/2021 OLD Mission Capital LLC43,756$1.15M0.0%N/A0.540%
8/12/2021 Strategic Blueprint LLC2,112$56K0.0%N/A0.026%
7/31/2021 AlphaStar Capital Management LLC62,421$1.64M0.2%+40.1%0.800%
7/31/2021 Creative Financial Designs Inc. ADV341,409$8.97M1.6%-2.4%4.377%
5/6/2021 Harvest Investment Services LLC11,176$289K0.1%+38.6%0.164%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
5/3/2021 AlphaStar Capital Management LLC44,559$1.15M0.2%+15.4%0.665%
4/30/2021 Wealthcare Advisory Partners LLC5,121$132K0.0%N/A0.076%
4/19/2021 Creative Financial Designs Inc. ADV349,928$9.05M1.8%+4.7%5.302%
(Data available from 1/1/2016 forward)

Remove Ads

IBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBD shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Inspire Corporate Bond ETF. The most heavily invested institutionals were Creative Financial Designs Inc. ADV ($15.95M), Bare Financial Services Inc ($12.54M), Vicus Capital ($1.74M), JPMorgan Chase & Co. ($1.61M), Silver Oak Securities Incorporated ($1.36M), Trust Point Inc. ($993K), and United Capital Financial Advisors LLC ($884K).Learn more on IBD's institutional investors.

Which institutional investors have been buying Inspire Corporate Bond ETF stock?

Of the 13 institutional investors that purchased Inspire Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Financial Designs Inc. ADV ($309.01K), Bare Financial Services Inc ($165.29K), Vicus Capital ($74.18K), JPMorgan Chase & Co. ($66.90K), Trust Point Inc. ($57.16K), EverSource Wealth Advisors LLC ($47.60K), and Silver Oak Securities Incorporated ($38.44K).

How much institutional buying is happening at Inspire Corporate Bond ETF?

Institutional investors have bought a total of 825,850 shares in the last 24 months. This purchase volume represents approximately $19.41M in transactions.

Which Inspire Corporate Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold Inspire Corporate Bond ETF stock in the last 24 months: Creative Financial Designs Inc. ADV ($22.34K), EverSource Wealth Advisors LLC ($14.34K), AIFG Consultants Ltd. ($11.96K), Trust Point Inc. ($11.88K), and Strategic Blueprint LLC ($954.00).

How much institutional selling is happening at Inspire Corporate Bond ETF?

Institutional investors have sold a total of 61,475 shares in the last 24 months. This volume of shares sold represents approximately $1.45M in transactions.


Related Companies

This page (NYSEARCA:IBD) was last updated on 3/28/2025 by MarketBeat.com Staff
From Our Partners
Elon Warns: Exec Order 14024 Targets Dollar
Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth,...
Priority Gold | Sponsored
Do this Before Elon's Reveal on April 23rd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
Trump’s Treasure Map [Pic inside]
We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men...
Paradigm Press | Sponsored
Your Wealth is Under Attack
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
Two Unmistakable Patterns Return…
The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at...
Golden Portfolio | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Trump Makes Major Crypto Announcement
Trump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to al...
Crypto 101 Media | Sponsored