Purchases and Sales Made in Q2 2024 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q2 2024. The information is specifically focused on institutions that hold shares of FLEXSHARES TR MORNINGSTAR GLOB.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
BUY
|
- |
4.5K+ 0.62% |
$180K - $196K
|
736K
$26.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.13K+ 3.51% |
$165K - $179K
|
122K
$4.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.63K+ 18.19% |
$145K - $158K
|
23.6K
$855K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.54K+ 15.34% |
$141K - $154K
|
26.6K
$962K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.51K+ 1.78% |
$140K - $152K
|
201K
$7.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.38K+ 73.84% |
$135K - $147K
|
7.95K
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.35K+ 7.6% |
$134K - $146K
|
47.4K
$1.72M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.94K+ 2.7% |
$117K - $128K
|
112K
$4.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.85K+ 1.44% |
$114K - $124K
|
201K
$7.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.53K+ 2.22% |
$101K - $110K
|
117K
$4.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.29K+ 14.87% |
$91.5K - $99.7K
|
17.7K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.84K+ 1.38% |
$73.4K - $80K
|
135K
$4.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.81K+ 6.91% |
$72.2K - $78.6K
|
28K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.65K+ 14.92% |
$66K - $71.8K
|
12.7K
$461K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.64K+ 1.29% |
$65.3K - $71.1K
|
128K
$4.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.54K+ 4.8% |
$61.6K - $67.1K
|
33.7K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 99.22% |
$55.9K - $60.8K
|
2.81K
$102K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.38K+ 20.55% |
$54.9K - $59.8K
|
8.07K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.29KNew |
$51.4K - $56K
|
1.29K
$46.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.27K+ 4.57% |
$50.7K - $55.2K
|
29.1K
$1.05M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
1.22K+ 3.49% |
$48.5K - $52.8K
|
36K
$1.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.2KNew |
$47.9K - $52.2K
|
1.2K
$43.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
1.19K+ 3.05% |
$47.4K - $51.7K
|
40.2K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.14K+ 0.71% |
$45.5K - $49.5K
|
163K
$5.89M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.02K+ 0.65% |
$40.6K - $44.2K
|
157K
$5.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
636New |
$25.4K - $27.6K
|
636
$23K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
607+ 0.4% |
$24.2K - $26.4K
|
154K
$5.57M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
601New |
$24K - $26.1K
|
601
$21.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
592+ 3.6% |
$23.6K - $25.7K
|
17K
$617K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
530+ 10.63% |
$21.1K - $23K
|
5.52K
$200K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
522+ 28.98% |
$20.8K - $22.7K
|
2.32K
$84.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
513+ 1.64% |
$20.5K - $22.3K
|
31.7K
$1.15M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
505New |
$20.1K - $21.9K
|
505
$18.3K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
486+ 2.18% |
$19.4K - $21.1K
|
22.7K
$823K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
466New |
$18.6K - $20.3K
|
466
$16.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
379+ 3.53% |
$15.1K - $16.5K
|
11.1K
$403K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
349+ 71.37% |
$13.9K - $15.2K
|
838
$30.3K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
307+ 30.7% |
$12.2K - $13.3K
|
1.31K
$47.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
291+ 0.36% |
$11.6K - $12.6K
|
81.1K
$2.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
260+ 1.78% |
$10.4K - $11.3K
|
14.9K
$539K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
240New |
$9.58K - $10.4K
|
240
$8.69K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
219+ 16.17% |
$8.74K - $9.52K
|
1.57K
$56.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
193New |
$7.7K - $8.39K
|
193
$6.98K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
177New |
$7.06K - $7.69K
|
177
$6.41K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
165+ 1.21% |
$6.58K - $7.17K
|
13.8K
$499K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
142+ 0.16% |
$5.67K - $6.17K
|
87.9K
$3.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
87+ 2.99% |
$3.47K - $3.78K
|
2.99K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
78New |
$3.11K - $3.39K
|
78
$2.82K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
74New |
$2.95K - $3.22K
|
74
$2.68K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
74+ 0.03% |
$2.95K - $3.22K
|
255K
$9.22M
|