Purchases and Sales Made in Q4 2024 in Flexshares Tr High Yield Value (HYGV)
This table provides information about the institutional ownership of Flexshares Tr High Yield Value (HYGV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
64+ 1.22% |
$2.59K - $2.66K
|
5.29K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$567 - $581
|
14
$575
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 0.32% |
$567 - $581
|
4.36K
$179K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
7+ 6.86% |
$284 - $291
|
109
$4.48K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3+ 0.01% |
$122 - $125
|
56.4K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-48- 0.5% |
$1.95K - $1.99K
|
9.48K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-89- 10.63% |
$3.61K - $3.69K
|
748
$30.7K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-97- 0.73% |
$3.93K - $4.03K
|
13.3K
$545K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-192- 1.74% |
$7.78K - $7.97K
|
10.8K
$444K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-225- 3.63% |
$9.12K - $9.34K
|
5.98K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-392- 1.04% |
$15.9K - $16.3K
|
37.4K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-436- 8.02% |
$17.7K - $18.1K
|
5K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-439- 85.41% |
$17.8K - $18.2K
|
75
$3.08K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-536- 3.73% |
$21.7K - $22.2K
|
13.9K
$569K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-611- 4.39% |
$24.8K - $25.4K
|
13.3K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-634- 5.32% |
$25.7K - $26.3K
|
11.3K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-740- 18.36% |
$30K - $30.7K
|
3.29K
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.28K- 2.4% |
$51.9K - $53.1K
|
52.1K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.38K- 2.36% |
$56.1K - $57.4K
|
57.2K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.93K- 13.93% |
$78.3K - $80.2K
|
11.9K
$490K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.4K- 19.65% |
$97.4K - $99.7K
|
9.83K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.19K- 13.87% |
$129K - $132K
|
19.8K
$813K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.66K- 18.97% |
$148K - $152K
|
15.6K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.13K- 12.99% |
$208K - $213K
|
34.4K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.64K- 4.8% |
$228K - $234K
|
112K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.62K- 60.14% |
$309K - $316K
|
5.05K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.59K- 52.08% |
$388K - $398K
|
8.82K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-18.5K- 3.86% |
$750K - $768K
|
461K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-30.8K- 69.32% |
$1.25M - $1.28M
|
13.6K
$561K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-53.5K- 59.36% |
$2.17M - $2.22M
|
36.6K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-59.7K- 36.52% |
$2.42M - $2.48M
|
104K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-798K- 3.2% |
$32.4M - $33.1M
|
24.1M
$991M
|