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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.66K- 73.38% |
$144K - $156K
|
1.33K
$53.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-145- 12.26% |
$5.69K - $6.19K
|
1.04K
$42K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.7KNew |
$224K - $244K
|
5.7K
$231K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.07K- 88.78% |
$81.1K - $88.2K
|
261
$10.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-336- 5.5% |
$13.2K - $14.3K
|
5.77K
$233K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
74+ 0.95% |
$2.91K - $3.16K
|
7.84K
$317K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
797New |
$31.3K - $34K
|
797
$32.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.45KNew |
$214K - $233K
|
5.45K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.91K- 14.59% |
$75.1K - $81.6K
|
11.2K
$453K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
105New |
$4.12K - $4.48K
|
105
$4.25K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-83- 10.94% |
$3.26K - $3.54K
|
676
$27.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.9KNew |
$459K - $526K
|
11.9K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8- 0.41% |
$308 - $353
|
1.92K
$77.6K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7K+ 117.22% |
$450K - $515K
|
21.7K
$876K
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-80- 0.45% |
$3.08K - $3.53K
|
17.9K
$722K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-700- 36.86% |
$27K - $30.9K
|
1.2K
$48.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
59.9KNew |
$2.31M - $2.64M
|
59.9K
$2.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-3.27K- 27.98% |
$126K - $144K
|
8.41K
$340K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
2.48K+ 194.36% |
$95.6K - $109K
|
3.76K
$152K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
24.1KNew |
$929K - $1.06M
|
24.1K
$975K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
50.7KNew |
$1.95M - $2.23M
|
50.7K
$2.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.57K- 5.4% |
$60.6K - $69.4K
|
27.6K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.14K- 2.36% |
$44.1K - $50.4K
|
47.4K
$1.92M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-297- 2.38% |
$11.4K - $13.1K
|
12.2K
$493K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.38KNew |
$284K - $325K
|
7.38K
$298K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
18.3KNew |
$707K - $808K
|
18.3K
$741K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
920New |
$35.4K - $40.6K
|
920
$37.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
455New |
$17.5K - $20.1K
|
455
$18.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-18.4K- 71.37% |
$710K - $812K
|
7.39K
$299K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
908New |
$35K - $40K
|
908
$36.7K
|
|
| Q1 2023 | |||||||
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.1KNew |
$203K - $238K
|
5.1K
$206K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-342Closed |
$13.7K - $15.9K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
600New |
$24K - $28K
|
600
$24.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
93+ 31.31% |
$3.71K - $4.33K
|
390
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.8K+ 5.43% |
$512K - $598K
|
249K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
550New |
$22K - $25.6K
|
550
$22.2K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
37.2KNew |
$1.48M - $1.73M
|
37.2K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-83.8K- 56.05% |
$3.35M - $3.91M
|
65.7K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.12KNew |
$205K - $239K
|
5.12K
$207K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
65+ 0.12% |
$2.6K - $3.03K
|
52.8K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
11.6KNew |
$464K - $541K
|
11.6K
$469K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
443+ 1.77% |
$17.7K - $20.6K
|
25.4K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
44.5KNew |
$1.78M - $2.07M
|
44.5K
$1.8M
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-183K- 97.55% |
$7.3M - $8.52M
|
4.59K
$186K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.94KNew |
$277K - $323K
|
6.94K
$281K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.01KNew |
$280K - $327K
|
7.01K
$283K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.77KNew |
$190K - $222K
|
4.77K
$193K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
70New |
$2.8K - $3.26K
|
70
$2.83K
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
5.59KNew |
$223K - $260K
|
5.59K
$226K
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
230KNew |
$9.18M - $10.7M
|
230K
$9.3M
|
|