Purchases and Sales Made in Q1 2025 in Flexshares Tr Credit Scored Us (SKOR)
This table provides information about the institutional ownership of Flexshares Tr Credit Scored Us (SKOR) during Q1 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES TR CREDIT SCORED US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
301K+ 47.3% |
$14.2M - $14.6M
|
937K
$45.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 75.13% |
$11.3M - $11.5M
|
555K
$26.8M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
127K+ 3.78% |
$6.03M - $6.17M
|
3.5M
$169M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
66.4K+ 3.42% |
$3.14M - $3.22M
|
2.01M
$97.1M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
55.2KNew |
$2.61M - $2.67M
|
55.2K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
46.3KNew |
$2.19M - $2.24M
|
46.3K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
46.2KNew |
$2.19M - $2.24M
|
46.2K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.2KNew |
$1.86M - $1.9M
|
39.2K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
23.9KNew |
$1.13M - $1.16M
|
23.9K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.7K+ 441.09% |
$1.12M - $1.15M
|
29.1K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
21.1K+ 84.99% |
$1M - $1.02M
|
46K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
20.5KNew |
$969K - $992K
|
20.5K
$989K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
18.3K+ 9.77% |
$866K - $887K
|
206K
$9.94M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1KNew |
$856K - $876K
|
18.1K
$874K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.4K+ 41.48% |
$825K - $844K
|
59.4K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16.6KNew |
$784K - $802K
|
16.6K
$800K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
15KNew |
$708K - $725K
|
15K
$723K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
11.7K+ 3.96% |
$553K - $566K
|
307K
$14.8M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
10.9KNew |
$517K - $529K
|
10.9K
$528K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
10.5K+ 84.46% |
$495K - $507K
|
22.8K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.07K+ 7.06% |
$335K - $343K
|
107K
$5.18M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.97K+ 9.38% |
$330K - $338K
|
81.2K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
6.17K+ 31.39% |
$292K - $299K
|
25.8K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5KNew |
$237K - $242K
|
5K
$242K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.63KNew |
$219K - $225K
|
4.63K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.2KNew |
$199K - $203K
|
4.2K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.92K+ 1.2% |
$90.7K - $92.8K
|
162K
$7.81M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.17K+ 2.3% |
$55.4K - $56.7K
|
52.1K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
765+ 4.34% |
$36.2K - $37.1K
|
18.4K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
380New |
$18K - $18.4K
|
380
$18.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
321+ 100.0% |
$15.2K - $15.6K
|
642
$31K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
316+ 44.44% |
$15K - $15.3K
|
1.03K
$49.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
242New |
$11.5K - $11.7K
|
242
$11.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
70+ 200.0% |
$3.31K - $3.39K
|
105
$5.07K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
63+ 525.0% |
$2.98K - $3.05K
|
75
$3.62K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-140- 31.18% |
$6.63K - $6.78K
|
309
$14.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-155- 99.36% |
$7.34K - $7.51K
|
1
$48.3
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-321- 50.0% |
$15.2K - $15.6K
|
321
$15.5K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-537- 25.21% |
$25.4K - $26K
|
1.59K
$77K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-554- 3.17% |
$26.2K - $26.8K
|
16.9K
$819K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-747- 12.5% |
$35.4K - $36.2K
|
5.23K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-967- 8.92% |
$45.8K - $46.9K
|
9.88K
$477K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.16K- 10.7% |
$102K - $104K
|
18K
$869K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.85K- 22.02% |
$135K - $138K
|
10.1K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.98K- 16.53% |
$188K - $193K
|
20.1K
$971K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-5.65K- 6.38% |
$267K - $274K
|
82.9K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.73K- 20.83% |
$271K - $278K
|
21.8K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-8.69K- 36.33% |
$412K - $421K
|
15.2K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.1K- 35.54% |
$713K - $730K
|
27.3K
$1.32M
|