Latest Institutional Transactions on Flexshares Stoxx Global Esg Se (ESGG)
This table provides information on the latest institutional transactions involving Flexshares Stoxx Global Esg Se (ESGG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-252- 70.59% |
$30.6K - $33.5K
|
105
$17.7K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.69KNew |
$205K - $225K
|
1.69K
$286K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3- 3.33% |
$364 - $399
|
87
$14.7K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10New |
$1.09K - $1.28K
|
10
$1.69K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.22KNew |
$571K - $667K
|
5.22K
$882K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$180K - $222K
|
1.55K
$262K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.63KClosed |
$213K - $250K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-964Closed |
$126K - $148K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-564Closed |
$73.8K - $86.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-50Closed |
$6.54K - $7.67K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 25.0% |
$13.8K - $14.8K
|
500
$84.5K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.62KClosed |
$214K - $229K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-88Closed |
$9.34K - $11K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
574New |
$59.2K - $67.3K
|
574
$97K
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-450Closed |
$37.6K - $47.9K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-607Closed |
$46K - $68.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.16KClosed |
$266K - $304K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-170Closed |
$14.3K - $16.3K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-156Closed |
$13.1K - $15K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Ifp Advisors, Inc
|
BUY
|
- |
50New |
$4.6K - $5.1K
|
50
$8.45K
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Simon Quick Advisors, LLC
|
BUY
|
- |
175K+ 275.29% |
$15.8M - $16.7M
|
238K
$40.3M
|
|