Purchases and Sales Made in Q1 2023 in Flexshares Tr High Yield Value (HYGV)
This table provides information about the institutional ownership of Flexshares Tr High Yield Value (HYGV) during Q1 2023. The information is specifically focused on institutions that hold shares of FLEXSHARES TR HIGH YIELD VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.52K- 12.23% |
$179K - $190K
|
32.5K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.37K- 22.84% |
$212K - $225K
|
18.1K
$736K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.89K- 11.79% |
$232K - $247K
|
44K
$1.79M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-6.36K- 43.48% |
$251K - $267K
|
8.26K
$335K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.66K- 22.32% |
$263K - $280K
|
23.2K
$941K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.8K- 8.84% |
$507K - $539K
|
132K
$5.38M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-20.2K- 7.4% |
$797K - $847K
|
253K
$10.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-33.8K- 34.64% |
$1.33M - $1.42M
|
63.7K
$2.59M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-44.5K- 13.46% |
$1.75M - $1.87M
|
286K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126K- 98.64% |
$4.97M - $5.28M
|
1.73K
$70.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-148K- 58.65% |
$5.82M - $6.19M
|
104K
$4.22M
|