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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.65KNew |
$206K - $228K
|
5.65K
$224K
|
|
|
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
$39.6
|
|
|
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
$3.36M
|
|
|
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
$222K
|
|
|
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 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-201K- 75.34% |
$5.31M - $6.68M
|
65.7K
$2.6M
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
121New |
$3.21K - $4.03K
|
121
$4.79K
|
|
|
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
$428K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-22.1KClosed |
$606K - $674K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-807Closed |
$22.1K - $24.6K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-9.59KClosed |
$263K - $292K
|
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
|
|
|
Aug 06, 2020
Q2 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-561Closed |
$12.4K - $16.9K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Clean Yield Group
|
SELL
|
- |
-2KClosed |
$44K - $60.4K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Well Done, LLC
|
SELL
|
- |
-496- 5.0% |
$10.9K - $15K
|
9.43K
$373K
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.35KClosed |
$29.8K - $40.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-31.8KClosed |
$609K - $1.07M
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.88K- 94.21% |
$93.6K - $164K
|
300
$11.9K
|
|
|
May 21, 2020
Q1 2020
|
Capital Advisors Inc
|
SELL
|
- |
-154KClosed |
$2.95M - $5.19M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-305Closed |
$5.84K - $10.3K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cooper Financial Group
|
SELL
|
- |
-6.18KClosed |
$118K - $208K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-123Closed |
$2.36K - $4.14K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-75.1KClosed |
$1.44M - $2.53M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-826Closed |
$15.8K - $27.8K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-7.77KClosed |
$149K - $262K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.5KClosed |
$28.8K - $50.5K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.3KClosed |
$82.3K - $145K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Meritage Portfolio Management
|
SELL
|
- |
-326KClosed |
$6.25M - $11M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.02KClosed |
$96.2K - $169K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-961Closed |
$18.4K - $32.4K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.28KClosed |
$43.7K - $76.9K
|
0
$0
|
|