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, 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
$381K
|
|
|
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
$12.1K
|
|
|
May 21, 2020
Q1 2020
|
Capital Advisors Inc
|
SELL
|
- |
-154KClosed |
$2.95M - $5.19M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cooper Financial Group
|
SELL
|
- |
-6.18KClosed |
$118K - $208K
|
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 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
|
|
|
Apr 15, 2020
Q1 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-102Closed |
$1.95K - $3.43K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$2.76K - $4.85K
|
144
$5.82K
|
|
|
Apr 07, 2020
Q1 2020
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10.6KClosed |
$202K - $356K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.4KClosed |
$26.8K - $47K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.63K- 26.1% |
$49K - $54.7K
|
4.62K
$187K
|
|
|
Feb 14, 2020
Q4 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.7KClosed |
$350K - $391K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Family Firm, Inc.
|
SELL
|
- |
-30KClosed |
$902K - $1.01M
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.81KClosed |
$54.4K - $60.7K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-239Closed |
$7.18K - $8.01K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Fluent Financial, LLC
|
SELL
|
- |
-81.2KClosed |
$2.44M - $2.72M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.3KClosed |
$68.6K - $76.3K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-293Closed |
$8.73K - $9.71K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.46KClosed |
$43.6K - $48.5K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Eukles Asset Management
|
SELL
|
- |
-450Closed |
$13.4K - $14.9K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-12.1KClosed |
$360K - $400K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-11Closed |
$328 - $365
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-616Closed |
$18.9K - $20.8K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.57KClosed |
$202K - $222K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Ledyard National Bank
|
SELL
|
- |
-14.1KClosed |
$433K - $476K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-30.4KClosed |
$934K - $1.03M
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-92Closed |
$2.83K - $3.11K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-388Closed |
$11.9K - $13.1K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-30Closed |
$921 - $1.01K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-783Closed |
$24K - $26.4K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-73Closed |
$2.12K - $2.41K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-5.88KClosed |
$171K - $195K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14.5KClosed |
$419K - $478K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Lutz Financial Services LLC
|
SELL
|
- |
-7.14KClosed |
$207K - $236K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-324Closed |
$9.4K - $10.7K
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-19.4KClosed |
$564K - $643K
|
0
$0
|
|