Latest Institutional Purchases of Flexshares Stoxx Global Esg Se (ESGG)
This list provides information on the latest institutional transactions involving Flexshares Stoxx Global Esg Se (ESGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13KNew |
$169K - $211K
|
1.13K
$211K
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.4K+ 231.26% |
$1.41M - $1.52M
|
12K
$2.26M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.97K+ 687.76% |
$329K - $355K
|
2.25K
$423K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.77K+ 18.72% |
$296K - $319K
|
11.2K
$2.1M
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.55KNew |
$259K - $279K
|
1.55K
$290K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.19K+ 28.87% |
$199K - $214K
|
5.3K
$994K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
721+ 17.25% |
$121K - $130K
|
4.9K
$919K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
140+ 4.57% |
$23.4K - $25.3K
|
3.21K
$601K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
117+ 3.06% |
$19.6K - $21.1K
|
3.94K
$738K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
66+ 13.58% |
$11K - $11.9K
|
552
$104K
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
20+ 0.6% |
$3.35K - $3.61K
|
3.33K
$625K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.63KNew |
$273K - $287K
|
1.63K
$306K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
91New |
$15.2K - $16K
|
91
$17.1K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24New |
$4.01K - $4.22K
|
24
$4.5K
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.05% |
$167 - $176
|
2.06K
$385K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
666+ 1.27% |
$104K - $115K
|
53.1K
$9.97M
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$156 - $173
|
1
$188
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.9K+ 99.84% |
$1.53M - $1.64M
|
19.8K
$3.72M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.29KNew |
$199K - $213K
|
1.29K
$241K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2+ 2.08% |
$309 - $332
|
98
$18.4K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
65New |
$9.56K - $10.6K
|
65
$12.2K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.23KNew |
$680K - $785K
|
5.23K
$982K
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.91KNew |
$637K - $735K
|
4.91K
$920K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.41KNew |
$183K - $211K
|
1.41K
$264K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
285New |
$37K - $42.7K
|
285
$53.4K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
65+ 2.29% |
$8.44K - $9.74K
|
2.9K
$545K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
28New |
$3.64K - $4.2K
|
28
$5.25K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.2KNew |
$296K - $318K
|
2.2K
$413K
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.38KNew |
$186K - $199K
|
1.38K
$258K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
52New |
$7K - $7.51K
|
52
$9.75K
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
2.53KNew |
$334K - $359K
|
2.53K
$474K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.69KNew |
$205K - $225K
|
1.69K
$317K
|
|
Q4 2022 | |||||||
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.22KNew |
$571K - $667K
|
5.22K
$979K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10New |
$1.09K - $1.28K
|
10
$1.88K
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$180K - $222K
|
1.55K
$291K
|
|
Q3 2021 | |||||||
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 25.0% |
$13.8K - $14.8K
|
500
$93.8K
|
|
Q3 2020 | |||||||
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
574New |
$59.2K - $67.3K
|
574
$108K
|
|
Q1 2018 | |||||||
May 09, 2018
Q1 2018
|
Ifp Advisors, Inc
|
BUY
|
- |
50New |
$4.6K - $5.1K
|
50
$9.38K
|
|
Q4 2017 | |||||||
Feb 13, 2018
Q4 2017
|
Simon Quick Advisors, LLC
|
BUY
|
- |
175K+ 275.29% |
$15.8M - $16.7M
|
238K
$44.7M
|