Purchases and Sales Made in Q3 2023 in Flexshares Tr Credit Scored Us (SKOR)
This table provides information about the institutional ownership of Flexshares Tr Credit Scored Us (SKOR) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
650K+ 52.3% |
$29.8M - $30.6M
|
1.89M
$90.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
39.9K+ 21.34% |
$1.83M - $1.88M
|
227K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.4K+ 300.22% |
$1.67M - $1.72M
|
48.6K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.1K+ 2.1% |
$1.2M - $1.23M
|
1.27M
$61M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22K+ 124.08% |
$1.01M - $1.03M
|
39.7K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.4KNew |
$660K - $678K
|
14.4K
$690K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 215.53% |
$527K - $541K
|
16.8K
$806K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.97KNew |
$458K - $470K
|
9.97K
$478K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.91K+ 8.09% |
$409K - $420K
|
119K
$5.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.71KNew |
$262K - $269K
|
5.71K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.24K+ 37.25% |
$240K - $247K
|
19.3K
$926K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.91KNew |
$225K - $231K
|
4.91K
$236K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
4.47KNew |
$205K - $211K
|
4.47K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.1K+ 25.97% |
$188K - $193K
|
19.9K
$954K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
833+ 8.22% |
$38.2K - $39.3K
|
11K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
456+ 84.13% |
$20.9K - $21.5K
|
998
$47.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
318+ 3.95% |
$14.6K - $15K
|
8.37K
$402K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
74New |
$3.4K - $3.49K
|
74
$3.55K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-316- 1.26% |
$14.5K - $14.9K
|
24.8K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-614- 0.56% |
$28.2K - $28.9K
|
108K
$5.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-959- 1.47% |
$44K - $45.2K
|
64.3K
$3.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.69K- 14.85% |
$124K - $127K
|
15.4K
$740K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.89K- 2.6% |
$362K - $372K
|
295K
$14.2M
|