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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2020
Q1 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-102Closed |
$1.95K - $3.43K
|
0
$0
|
|
|
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 | |||||||
|
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 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 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
|
|
|
Apr 18, 2019
Q1 2019
|
Jordan Park Group LLC
|
SELL
|
- |
-22.8KClosed |
$661K - $754K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-4.83KClosed |
$136K - $165K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.45KClosed |
$40.8K - $49.6K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-57Closed |
$1.6K - $1.95K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-2.23KClosed |
$62.7K - $76.2K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-177Closed |
$4.98K - $6.05K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Legacy Bridge, LLC
|
BUY
|
- |
1.18KNew |
$33.2K - $40.4K
|
1.18K
$52.7K
|
|
|
Jan 24, 2019
Q4 2018
|
Andesa Financial Management Inc.
|
SELL
|
- |
-13KClosed |
$367K - $445K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Gradient Investments LLC
|
SELL
|
- |
-1.09KClosed |
$30.6K - $37.2K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.21KClosed |
$38.5K - $41.4K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-537Closed |
$17.2K - $18.5K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-22.7KClosed |
$726K - $781K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-445Closed |
$14.2K - $15.3K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-55Closed |
$1.76K - $1.89K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-216Closed |
$6.91K - $7.43K
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Personal Capital Advisors Corp
|
SELL
|
- |
-10.9KClosed |
$348K - $374K
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-21.3KClosed |
$680K - $731K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
78KNew |
$2.5M - $2.76M
|
78K
$3.48M
|
|
|
Jul 03, 2018
Q2 2018
|
Washington Trust Bank
|
SELL
|
- |
-3.59KClosed |
$115K - $127K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-990Closed |
$31.5K - $35.1K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.62KClosed |
$242K - $270K
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-170Closed |
$5.41K - $6.02K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-429KClosed |
$13.6M - $15.2M
|
0
$0
|
|