Latest Institutional Transactions on Flexshares Tr Morningstar Glob (GUNR)
This table provides information on the latest institutional transactions involving Flexshares Tr Morningstar Glob (GUNR) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-13.4KClosed |
$519K - $655K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-162KClosed |
$6.27M - $7.9M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-1.13KClosed |
$43.7K - $55K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
725New |
$28.1K - $35.5K
|
725
$27.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.37KClosed |
$169K - $214K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
70New |
$2.72K - $3.43K
|
70
$2.63K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.33K+ 24.22% |
$246K - $310K
|
32.5K
$1.22M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.63KClosed |
$102K - $129K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-488Closed |
$18.9K - $23.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
215+ 34.96% |
$8.35K - $10.5K
|
830
$31.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.73K- 8.73% |
$67.2K - $84.7K
|
18.1K
$680K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-910- 75.21% |
$35.3K - $44.5K
|
300
$11.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
SELL
|
- |
-130KClosed |
$5.04M - $6.35M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
45.9KNew |
$1.83M - $2.19M
|
45.9K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-595Closed |
$23.6K - $28.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
73.2KNew |
$2.91M - $3.5M
|
73.2K
$2.75M
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
11.9KNew |
$471K - $566K
|
11.9K
$445K
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-400KClosed |
$15.9M - $19.1M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-288K- 72.49% |
$11.4M - $13.7M
|
109K
$4.1M
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5.3KClosed |
$210K - $253K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
217+ 1.32% |
$8.62K - $10.4K
|
16.6K
$624K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-114Closed |
$4.53K - $5.44K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.04KClosed |
$41.2K - $49.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-4Closed |
$159 - $191
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1KClosed |
$39.8K - $47.8K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.58KNew |
$62.8K - $75.5K
|
1.58K
$59.4K
|
|
| Q4 2021 | |||||||
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-133Closed |
$4.91K - $5.29K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-7KClosed |
$259K - $278K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.01KClosed |
$37.3K - $40.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-26.9K- 76.9% |
$994K - $1.07M
|
8.09K
$304K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-562Closed |
$20.8K - $22.3K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-9.96KClosed |
$368K - $396K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-11.2KClosed |
$413K - $444K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.05KClosed |
$38.8K - $41.7K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
393New |
$14.5K - $15.6K
|
393
$14.8K
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
133New |
$4.67K - $5.13K
|
133
$5K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-173Closed |
$6.08K - $6.67K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-3.96KClosed |
$139K - $152K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8.85K- 32.11% |
$311K - $341K
|
18.7K
$703K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.2KClosed |
$463K - $508K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-210KClosed |
$7.39M - $8.11M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.3KClosed |
$466K - $512K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-72Closed |
$2.53K - $2.77K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$527 - $578
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.22KClosed |
$81K - $89.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-13KClosed |
$473K - $524K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-21.3KClosed |
$778K - $861K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11.5KClosed |
$419K - $464K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.65KNew |
$206K - $228K
|
5.65K
$212K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-43Closed |
$1.57K - $1.74K
|
0
$0
|
|