Purchases and Sales Made in Q3 2025 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
295K+ 49.27% |
$11.9M - $12.9M
|
894K
$39.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
42.5K+ 12.99% |
$1.71M - $1.86M
|
370K
$16.2M
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
BUY
|
- |
24.5K+ 1648.48% |
$983K - $1.07M
|
26K
$1.14M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
10.8K+ 48.76% |
$434K - $474K
|
33K
$1.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.32KNew |
$214K - $233K
|
5.32K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
4.67KNew |
$187K - $205K
|
4.67K
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.4K+ 961.85% |
$96.2K - $105K
|
2.64K
$116K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.12K+ 3.79% |
$85K - $92.8K
|
57.9K
$2.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
608+ 3.37% |
$24.4K - $26.7K
|
18.6K
$817K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
522+ 5.99% |
$21K - $22.9K
|
9.24K
$405K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
230+ 61.33% |
$9.23K - $10.1K
|
605
$26.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
35+ 134.62% |
$1.41K - $1.54K
|
61
$2.68K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35+ 2.35% |
$1.41K - $1.54K
|
1.53K
$66.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
14+ 0.75% |
$562 - $614
|
1.88K
$82.4K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 1.47% |
$40.2 - $43.9
|
69
$3.03K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 2.87% |
$402 - $439
|
338
$14.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-16- 19.05% |
$642 - $702
|
68
$2.98K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23- 0.4% |
$923 - $1.01K
|
5.68K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-54- 0.84% |
$2.17K - $2.37K
|
6.37K
$279K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-135- 1.16% |
$5.42K - $5.92K
|
11.5K
$503K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-140- 1.77% |
$5.62K - $6.14K
|
7.77K
$341K
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-177- 26.42% |
$7.11K - $7.76K
|
493
$21.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-216- 1.69% |
$8.67K - $9.47K
|
12.6K
$552K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-1.43K- 0.66% |
$57.5K - $62.8K
|
215K
$9.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.49K- 1.25% |
$59.7K - $65.2K
|
117K
$5.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.44K- 81.38% |
$178K - $195K
|
1.02K
$44.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.25K- 4.63% |
$211K - $230K
|
108K
$4.75M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-13.7K- 1.22% |
$548K - $599K
|
1.1M
$48.4M
|