Purchases and Sales Made in Q4 2024 in Flexshares Stoxx Us Esg Select (ESG)
This table provides information about the institutional ownership of Flexshares Stoxx Us Esg Select (ESG) during Q4 2024. The information is specifically focused on institutions that hold shares of FLEXSHARES STOXX US ESG SELECT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.9K+ 1020.5% |
N/A
|
17.4K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
500+ 14.29% |
N/A
|
4K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
11+ 0.36% |
N/A
|
3.03K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2New |
N/A
|
2
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-18- 0.71% |
N/A
|
2.5K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-125- 10.62% |
N/A
|
1.05K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-154- 0.91% |
N/A
|
16.8K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-3.3K- 8.66% |
N/A
|
34.8K
$0
|