Purchases and Sales Made in Q2 2025 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q2 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES TR MORNINGSTAR GLOB.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
82.3K+ 33.6% |
$2.78M - $3.39M
|
327K
$13.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
61.2KNew |
$2.07M - $2.52M
|
61.2K
$2.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
56.5K+ 16.64% |
$1.91M - $2.32M
|
396K
$16.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49.1K+ 9.8% |
$1.66M - $2.02M
|
550K
$22.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
44.7K+ 4.17% |
$1.51M - $1.84M
|
1.12M
$46.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
33.1K+ 0.96% |
$1.12M - $1.36M
|
3.49M
$144M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17K+ 2.92% |
$574K - $699K
|
599K
$24.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.27KNew |
$313K - $381K
|
9.27K
$384K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.71KNew |
$294K - $359K
|
8.71K
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
8.42K+ 4.05% |
$284K - $346K
|
216K
$8.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
5.02KNew |
$169K - $206K
|
5.02K
$208K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3.16K+ 2.78% |
$107K - $130K
|
117K
$4.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.03K+ 15.23% |
$102K - $125K
|
23K
$950K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.35K+ 10.99% |
$79.3K - $96.7K
|
23.7K
$983K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.14K+ 32.6% |
$72.2K - $88K
|
8.7K
$360K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.49KNew |
$50.1K - $61.1K
|
1.49K
$61.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.34K+ 17.18% |
$45.1K - $54.9K
|
9.11K
$377K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
951+ 1.83% |
$32.1K - $39.1K
|
53K
$2.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
931+ 9.79% |
$31.4K - $38.3K
|
10.4K
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
878+ 4.13% |
$29.7K - $36.1K
|
22.2K
$917K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
868+ 15.62% |
$29.3K - $35.7K
|
6.43K
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
586+ 5.82% |
$19.8K - $24.1K
|
10.6K
$441K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
577New |
$19.5K - $23.7K
|
577
$23.9K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
492New |
$16.6K - $20.3K
|
492
$20.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
376+ 0.53% |
$12.7K - $15.5K
|
71.2K
$2.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
206+ 0.77% |
$6.96K - $8.48K
|
26.9K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
139+ 0.58% |
$4.69K - $5.72K
|
24.3K
$1M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
137+ 56.85% |
$4.63K - $5.64K
|
378
$15.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
91+ 5.13% |
$3.07K - $3.75K
|
1.86K
$77.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
56+ 0.88% |
$1.89K - $2.3K
|
6.45K
$267K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
34+ 5.65% |
$1.15K - $1.4K
|
636
$26.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21+ 0.26% |
$709 - $864
|
8.09K
$335K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 0.76% |
$270 - $329
|
1.06K
$44.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 4.58% |
$236 - $288
|
160
$6.63K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-9- 0.15% |
$304 - $370
|
6.01K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 2.36% |
$1.22K - $1.48K
|
1.49K
$61.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-285- 2.4% |
$9.62K - $11.7K
|
11.6K
$480K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-506- 2.23% |
$17.1K - $20.8K
|
22.2K
$918K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-514- 97.16% |
$17.4K - $21.2K
|
15
$621
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-697- 5.17% |
$23.5K - $28.7K
|
12.8K
$530K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-721- 9.43% |
$24.3K - $29.7K
|
6.93K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.38K- 1.2% |
$46.4K - $56.6K
|
114K
$4.7M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.48K- 86.87% |
$83.7K - $102K
|
375
$15.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3K- 27.53% |
$101K - $124K
|
7.91K
$327K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.04K- 41.85% |
$136K - $166K
|
5.61K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-4.12K- 6.03% |
$139K - $169K
|
64.2K
$2.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.13K- 3.46% |
$275K - $335K
|
227K
$9.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-8.41K- 45.93% |
$284K - $346K
|
9.9K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-9.28K- 4.5% |
$314K - $382K
|
197K
$8.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.36K- 4.95% |
$316K - $385K
|
180K
$7.43M
|