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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.1KNew |
$260K - $281K
|
7.1K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-48- 64.0% |
$1.76K - $1.9K
|
27
$1.09K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
71.6K+ 10.13% |
$2.62M - $2.83M
|
778K
$31.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
230+ 6.6% |
$8.42K - $9.1K
|
3.72K
$150K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
237New |
$8.67K - $9.38K
|
237
$9.58K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-871- 5.58% |
$31.9K - $34.5K
|
14.7K
$595K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
11K+ 8.32% |
$402K - $435K
|
143K
$5.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-25- 62.5% |
$915 - $989
|
15
$606
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.9KNew |
$729K - $788K
|
19.9K
$805K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
249New |
$9.11K - $9.85K
|
249
$10.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
96+ 1.69% |
$3.51K - $3.8K
|
5.79K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-134K- 36.08% |
$4.91M - $5.31M
|
238K
$9.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
4.81K+ 1.38% |
$176K - $190K
|
353K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.55K- 17.8% |
$130K - $140K
|
16.4K
$663K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
68New |
$2.49K - $2.69K
|
68
$2.75K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
135+ 0.77% |
$4.94K - $5.34K
|
17.7K
$715K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-94- 7.08% |
$3.44K - $3.72K
|
1.23K
$49.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
63+ 225.0% |
$2.31K - $2.49K
|
91
$3.68K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
763+ 0.98% |
$27.9K - $30.2K
|
78.3K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-13.8K- 2.18% |
$506K - $547K
|
622K
$25.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.44K+ 2.71% |
$52.7K - $56.9K
|
54.5K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.34K- 38.31% |
$48.9K - $52.8K
|
2.15K
$86.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-776- 49.97% |
$28.4K - $30.7K
|
777
$31.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
28.5KNew |
$1.04M - $1.13M
|
28.5K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-970- 1.83% |
$35.5K - $38.4K
|
52K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-12.5K- 15.46% |
$457K - $494K
|
68.3K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-158- 1.92% |
$5.78K - $6.25K
|
8.07K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.3K- 1.93% |
$84.2K - $91K
|
117K
$4.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-304- 1.63% |
$11.1K - $12K
|
18.4K
$743K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
790+ 2.6% |
$28.9K - $31.3K
|
31.2K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.11K- 30.92% |
$114K - $123K
|
6.94K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10.5K- 13.96% |
$385K - $416K
|
64.8K
$2.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
115K+ 3.44% |
$4.21M - $4.55M
|
3.46M
$140M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
15+ 0.04% |
$549 - $593
|
40.5K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.93K+ 1.7% |
$144K - $155K
|
235K
$9.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
28.9K+ 6.89% |
$1.06M - $1.14M
|
448K
$18.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-160- 3.57% |
$5.86K - $6.33K
|
4.32K
$175K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-39- 0.15% |
$1.43K - $1.54K
|
25.5K
$1.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.9K- 2.91% |
$401K - $433K
|
365K
$14.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 2.96% |
$366 - $396
|
348
$14.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.36KNew |
$196K - $212K
|
5.36K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-161K- 13.78% |
$5.89M - $6.37M
|
1.01M
$40.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8+ 0.04% |
$293 - $316
|
18.3K
$741K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.02K- 7.9% |
$73.9K - $79.8K
|
23.5K
$951K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-485- 7.8% |
$17.8K - $19.2K
|
5.74K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-7.48K- 12.23% |
$274K - $296K
|
53.7K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-78.9K- 43.68% |
$2.89M - $3.12M
|
102K
$4.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
36.1K+ 17.29% |
$1.32M - $1.43M
|
245K
$9.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.2K- 16.57% |
$43.9K - $47.4K
|
6.04K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.86K- 44.55% |
$178K - $192K
|
6.06K
$245K
|