Interactive Financial Advisors Flexshares Stoxx Global Broad Transaction History

Interactive Financial Advisors

$187 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	SELL	$44.53 - $52.52 $4,542 - $5,357	-102 Reduced 9.06%	1,024 $51,000
Q3 2022 Nov 14, 2022	SELL	$45.67 - $55.2 $16,304 - $19,706	-357 Reduced 24.07%	1,126 $51,000
Q2 2022 Aug 10, 2022	SELL	$49.94 - $58.05 $82,051 - $95,376	-1,643 Reduced 52.56%	1,483 $77,000
Q1 2022 May 09, 2022	BUY	$54.39 - $57.96 $92,680 - $98,763	1,704 Added 119.83%	3,126 $129,000
Q4 2021 Feb 11, 2022	BUY	$54.97 - $58.29 $12,423 - $13,173	226 Added 18.9%	1,422 $82,000
Q3 2021 Nov 09, 2021	BUY	$55.78 - $59.7 $10,765 - $11,522	193 Added 19.24%	1,196 $67,000
Q2 2021 Jul 30, 2021	BUY	$56.5 - $59.75 $6,102 - $6,453	108 Added 12.07%	1,003 $58,000
Q1 2021 May 11, 2021	BUY	$52.91 - $56.49 $9,153 - $9,772	173 Added 23.96%	895 $50,000
Q4 2020 Jan 21, 2021	BUY	$48.24 - $54.4 $26,097 - $29,430	541 Added 298.9%	722 $39,000
Q3 2020 Oct 29, 2020	BUY	$47.9 - $51.57 $8,669 - $9,334	181 New	181 $9,000

Others Institutions Holding NFRA

# of Institutions

109

Shares Held

34.6M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

28.8M
Shares

$1.67 Billion
0.26% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

1.76M
Shares

$102 Million
6.19% of portfolio
Alaska Permanent Capital Management

1.18M
Shares

$68.3 Million
5.56% of portfolio
Apcm Wealth Management For Individuals

693K
Shares

$40.2 Million
6.21% of portfolio
Landmark Financial Advisors, LLC

196K
Shares

$11.4 Million
3.87% of portfolio

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