Inspire Corporate Bond ETF (IBD) Institutional Ownership

$24.17

-0.07 (-0.29%)

(As of 03:25 PM ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 5
Total Institutional Inflows (last 12 months): $5.89M

Number of Institutional Sellers (last 12 months): 2
Total Institutional Outflows (last 12 months): $546.69K

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IBD Institutional Buying and Selling by Quarter

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Inspire Corporate Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/14/2024	EverSource Wealth Advisors LLC	49,029	$1.16M	0.1%	+343.7%	0.386%
7/23/2024	Vicus Capital	61,553	$1.44M	0.1%	+5.8%	0.485%
4/17/2024	Vicus Capital	58,176	$1.37M	0.1%	+2.8%	0.524%
2/9/2024	EverSource Wealth Advisors LLC	11,146	$263K	0.0%	+630.4%	0.100%
2/6/2024	Bare Financial Services Inc	122,493	$2.89M	5.8%	N/A	1.104%
2/1/2024	Vicus Capital	56,574	$1.34M	0.1%	+1.6%	0.510%
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1/23/2024	Trust Point Inc.	55,098	$1.30M	0.1%	N/A	0.496%
1/10/2024	Creative Financial Designs Inc. ADV	455,283	$10.74M	1.1%	-4.6%	4.102%
11/4/2023	EverSource Wealth Advisors LLC	1,526	$35K	0.0%	-46.9%	0.014%
10/23/2023	Vicus Capital	55,670	$1.26M	0.1%	+16.9%	0.502%
10/18/2023	Strategic Blueprint LLC	11,729	$266K	0.0%	N/A	0.106%
8/17/2023	Vicus Capital	47,642	$1.10M	0.1%	+43.5%	0.429%
8/4/2023	EverSource Wealth Advisors LLC	2,876	$66K	0.0%	-27.9%	0.025%
7/26/2023	Creative Financial Designs Inc. ADV	458,973	$10.60M	1.2%	+66.8%	4.062%
5/5/2023	Silver Oak Securities Incorporated	57,996	$1.36M	0.2%	+196.6%	0.569%
5/2/2023	Vicus Capital	33,209	$777K	0.1%	N/A	0.326%
4/26/2023	James Investment Research Inc.	3,129	$73K	0.0%	+397.5%	0.031%
4/25/2023	Creative Financial Designs Inc. ADV	275,094	$6.44M	0.8%	-0.2%	2.697%
3/6/2023	OLD Mission Capital LLC	6,513	$150K	0.0%	N/A	0.069%
2/1/2023	Creative Financial Designs Inc. ADV	275,553	$6.35M	0.9%	+34.5%	2.901%
11/1/2022	Creative Financial Designs Inc. ADV	204,843	$4.64M	0.8%	+2.6%	1.829%
10/31/2022	James Investment Research Inc.	3,208	$73K	0.0%	+18.5%	0.029%
10/27/2022	Absolute Capital Management LLC	3,122	$71K	0.1%	N/A	0.028%
8/13/2022	PAX Financial Group LLC	341,519	$7.99M	2.0%	+24.1%	3.521%
8/12/2022	Financial Advocates Investment Management	29,924	$700K	0.1%	-14.3%	0.308%
8/11/2022	Cetera Investment Advisers	20,956	$490K	0.0%	-6.6%	0.216%
8/11/2022	Keel Point LLC	75,019	$1.79M	0.3%	+14.2%	0.773%
8/10/2022	Inspire Investing LLC	1,672,226	$39.13M	5.2%	+3.6%	17.239%
8/3/2022	Envestnet Asset Management Inc.	133,636	$3.13M	0.0%	-1.9%	1.378%
8/3/2022	AE Wealth Management LLC	14,576	$341K	0.0%	+4.6%	0.150%
8/2/2022	Avantax Advisory Services Inc.	28,075	$657K	0.0%	-8.6%	0.289%
8/2/2022	Lincoln National Corp	14,238	$333K	0.0%	N/A	0.147%
8/1/2022	EverSource Wealth Advisors LLC	4,037	$94K	0.0%	-11.1%	0.042%
8/1/2022	Creative Financial Designs Inc. ADV	199,697	$4.67M	0.8%	+5.8%	2.059%
7/27/2022	LVZ Inc.	78,138	$1.83M	0.3%	+2.2%	0.814%
7/20/2022	Values First Advisors Inc.	67,543	$1.58M	1.1%	+2.7%	0.704%
7/19/2022	Commonwealth Equity Services LLC	11,828	$276K	0.0%	-27.0%	0.123%
7/19/2022	Legacy Wealth Asset Management LLC	152,641	$3.57M	1.4%	-4.3%	1.590%
7/11/2022	Paradiem LLC	63,481	$1.49M	0.6%	-20.0%	0.661%
7/11/2022	Range Financial Group LLC	29,058	$680K	0.5%	-14.6%	0.303%
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5/25/2022	EverSource Wealth Advisors LLC	4,542	$111K	0.0%	-10.9%	0.048%
5/18/2022	Range Financial Group LLC	34,039	$830K	0.5%	N/A	0.358%
5/12/2022	OneAscent Financial Services LLC	9,930	$242K	0.2%	N/A	0.105%
5/12/2022	Legacy Wealth Asset Management LLC	159,537	$3.89M	1.4%	+7.3%	1.679%
5/10/2022	PAX Financial Group LLC	275,153	$6.71M	1.6%	+50.2%	2.896%
5/10/2022	SILVER OAK SECURITIES Inc	14,713	$353K	0.1%	N/A	0.155%
5/4/2022	Advisor Group Holdings Inc.	190,909	$4.66M	0.0%	+13.8%	2.010%
5/4/2022	Commonwealth Equity Services LLC	16,210	$395K	0.0%	N/A	0.171%
5/4/2022	Envestnet Asset Management Inc.	136,261	$3.32M	0.0%	+10.4%	1.434%
5/3/2022	Values First Advisors Inc.	65,765	$1.60M	1.0%	+5.7%	0.692%
4/28/2022	Alphastar Capital Management LLC	88,278	$2.15M	0.2%	+6.8%	0.929%
4/27/2022	Keel Point LLC	65,709	$1.60M	0.2%	+23.0%	0.692%
4/27/2022	Avantax Advisory Services Inc.	30,710	$748K	0.0%	+18.4%	0.323%
4/25/2022	Bailard Inc.	15,125	$369K	0.0%	+12.8%	0.159%
4/21/2022	Inspire Investing LLC	1,613,864	$39.35M	4.6%	-24.3%	17.169%
4/21/2022	Inspire Advisors LLC	2,216,628	$54.05M	15.2%	+4.0%	23.581%
4/20/2022	Koshinski Asset Management Inc.	3,827	$93K	0.0%	+137.7%	0.041%
4/20/2022	McElhenny Sheffield Capital Management LLC	11,870	$289K	0.1%	-48.5%	0.126%
4/19/2022	LVZ Inc.	76,455	$1.86M	0.3%	+2.4%	0.813%
4/18/2022	AE Wealth Management LLC	13,937	$340K	0.0%	-50.9%	0.148%
4/15/2022	Creative Financial Designs Inc. ADV	188,692	$4.60M	0.7%	-50.0%	2.007%
4/15/2022	Paradiem LLC	79,397	$1.91M	0.6%	+0.7%	0.845%
2/10/2022	OLD Mission Capital LLC	8,220	$212K	0.0%	N/A	0.090%
1/28/2022	McDonald Partners LLC	1,944	$50K	0.0%	N/A	0.021%
1/28/2022	James Investment Research Inc.	2,302	$59K	0.0%	+73.3%	0.025%
1/26/2022	Creative Financial Designs Inc. ADV	377,287	$9.71M	1.5%	+6.2%	4.146%
10/29/2021	Harvest Investment Services LLC	13,112	$342K	0.1%	+35.7%	0.146%
10/8/2021	Creative Financial Designs Inc. ADV	355,424	$9.29M	1.5%	+4.1%	4.085%
8/13/2021	OLD Mission Capital LLC	43,756	$1.15M	0.0%	N/A	0.540%
8/12/2021	Strategic Blueprint LLC	2,112	$56K	0.0%	N/A	0.026%
7/31/2021	AlphaStar Capital Management LLC	62,421	$1.64M	0.2%	+40.1%	0.800%
7/31/2021	Creative Financial Designs Inc. ADV	341,409	$8.97M	1.6%	-2.4%	4.377%
5/6/2021	Harvest Investment Services LLC	11,176	$289K	0.1%	+38.6%	0.164%
5/3/2021	AlphaStar Capital Management LLC	44,559	$1.15M	0.2%	+15.4%	0.665%
4/30/2021	Wealthcare Advisory Partners LLC	5,121	$132K	0.0%	N/A	0.076%
4/19/2021	Creative Financial Designs Inc. ADV	349,928	$9.05M	1.8%	+4.7%	5.302%
1/8/2021	Creative Financial Designs Inc. ADV	334,163	$8.89M	1.9%	+3.6%	5.141%
10/29/2020	Harvest Investment Services LLC	8,103	$213K	0.1%	-81.4%	0.135%
10/28/2020	AlphaStar Capital Management LLC	38,790	$1.03M	0.2%	-22.1%	0.647%
10/6/2020	Creative Financial Designs Inc. ADV	322,549	$8.48M	2.1%	-10.3%	5.467%

(Data available from 1/1/2016 forward)

IBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBD shares?: During the previous two years, 10 institutional investors and hedge funds held shares of Inspire Corporate Bond ETF. The most heavily invested institutionals were Creative Financial Designs Inc. ADV ($10.74M), Bare Financial Services Inc ($2.89M), Vicus Capital ($1.44M), Silver Oak Securities Incorporated ($1.36M), Trust Point Inc. ($1.30M), EverSource Wealth Advisors LLC ($1.16M), and Strategic Blueprint LLC ($266K).Learn more on IBD's institutional investors.
Which institutional investors have been buying Inspire Corporate Bond ETF stock?: Of the 10 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 ($259.74K), Bare Financial Services Inc ($122.49K), Vicus Capital ($61.55K), Trust Point Inc. ($55.10K), EverSource Wealth Advisors LLC ($47.60K), Silver Oak Securities Incorporated ($38.44K), and Strategic Blueprint LLC ($11.73K).
How much institutional buying is happening at Inspire Corporate Bond ETF?: Institutional investors have bought a total of 609,282 shares in the last 24 months. This purchase volume represents approximately $14.18M 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), and EverSource Wealth Advisors LLC ($2.46K).
How much institutional selling is happening at Inspire Corporate Bond ETF?: Institutional investors have sold a total of 24,799 shares in the last 24 months. This volume of shares sold represents approximately $583.09K in transactions.