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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-7KClosed |
$259K - $278K
|
0
$0
|
|
|
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
$15.9K
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
133New |
$4.67K - $5.13K
|
133
$5.38K
|
|
|
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
$756K
|
|
|
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
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-43Closed |
$1.57K - $1.74K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.65KNew |
$206K - $228K
|
5.65K
$228K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11.5KClosed |
$419K - $464K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20KClosed |
$729K - $807K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-45- 97.83% |
$1.64K - $1.82K
|
1
$40.4
|
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10.6KClosed |
$387K - $428K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-15.8KClosed |
$577K - $639K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 19, 2023
Q1 2021
|
Truxt Investmentos Ltda.
|
BUY
|
- |
85KNew |
$2.81M - $3.22M
|
85K
$3.44M
|
|
|
May 14, 2021
Q1 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-10.4KClosed |
$343K - $393K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.61KNew |
$185K - $212K
|
5.61K
$227K
|
|
|
Apr 28, 2021
Q1 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.6KClosed |
$52.8K - $60.5K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Jacobsen Capital Management
|
SELL
|
- |
-20.7KClosed |
$683K - $783K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
121New |
$3.21K - $4.03K
|
121
$4.89K
|
|
|
Feb 26, 2021
Q4 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-38.6KClosed |
$1.02M - $1.28M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-372Closed |
$9.85K - $12.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-9.28KClosed |
$246K - $309K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-173Closed |
$4.58K - $5.76K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-155Closed |
$4.11K - $5.16K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
10.8KNew |
$287K - $360K
|
10.8K
$438K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-22.1KClosed |
$606K - $674K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-9.59KClosed |
$263K - $292K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-807Closed |
$22.1K - $24.6K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-175Closed |
$4.8K - $5.33K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-8.41KClosed |
$231K - $256K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-486Closed |
$13.3K - $14.8K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$41.1K - $45.7K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
SELL
|
- |
-11.1KClosed |
$303K - $337K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-37Closed |
$1.01K - $1.13K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-443Closed |
$9.75K - $13.4K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.7KClosed |
$323K - $442K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-311Closed |
$6.85K - $9.39K
|
0
$0
|
|