Zimmermann Investment Management & Planning LLC Flexshares International Quali Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	BUY	$23.35 - $29.08 $73,856 - $91,980	3,163 Added 6.54%	51,503 $1.21 Million
Q1 2022 Apr 18, 2022	BUY	$26.78 - $31.28 $768,639 - $897,798	28,702 Added 146.16%	48,340 $1.38 Million
Q4 2021 Feb 03, 2022	BUY	$29.17 - $30.94 $572,840 - $607,599	19,638 New	19,638 $595,000

Others Institutions Holding IQDY

# of Institutions

Shares Held

1.33M

Call Options Held

Put Options Held

Northern Trust Corp Chicago, IL

318K
Shares

$9.15 Million
0.0% of portfolio
Asset Allocation Strategies LLC Farmington, MI

157K
Shares

$4.53 Million
1.4% of portfolio
Ubs Group Ag

124K
Shares

$3.58 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

116K
Shares

$3.35 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

103K
Shares

$2.96 Million
0.0% of portfolio

View Full List

About FLEXSHARES INTERNATIONAL QUALI

Ticker IQDY
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