Latest Institutional Transactions on Flexshares Tr High Yield Value (HYGV)
This table provides information on the latest institutional transactions involving Flexshares Tr High Yield Value (HYGV) 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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-246K- 97.42% |
$9.91M - $10.2M
|
6.53K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.82K- 14.02% |
$194K - $199K
|
29.6K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 1.06% |
$1.41K - $1.45K
|
3.33K
$136K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-5.6K- 93.72% |
$225K - $231K
|
375
$15.3K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-472- 4.36% |
$19K - $19.5K
|
10.3K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
450+ 2.5% |
$18.1K - $18.6K
|
18.4K
$752K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
22.2KNew |
$894K - $918K
|
22.2K
$906K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
396+ 0.79% |
$15.9K - $16.4K
|
50.2K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-3.22K- 6.53% |
$130K - $133K
|
46.1K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.66K- 16.91% |
$66.8K - $68.6K
|
8.17K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-20.4K- 46.01% |
$821K - $843K
|
24K
$977K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-116K- 13.65% |
$4.65M - $4.77M
|
731K
$29.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-21.1K- 20.3% |
$847K - $870K
|
82.7K
$3.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
50.5K+ 96.81% |
$2.03M - $2.08M
|
103K
$4.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
12.2KNew |
$492K - $505K
|
12.2K
$498K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21.9K+ 20.06% |
$880K - $903K
|
131K
$5.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.4K- 45.25% |
$217K - $223K
|
6.53K
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.01K- 12.43% |
$80.9K - $83.1K
|
14.2K
$578K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13.4KNew |
$539K - $553K
|
13.4K
$546K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.89K+ 9.55% |
$76K - $78K
|
21.7K
$884K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-5.99K- 5.13% |
$241K - $247K
|
111K
$4.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-1.47K- 12.49% |
$59.1K - $60.7K
|
10.3K
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
205+ 4.7% |
$8.24K - $8.46K
|
4.57K
$186K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
131KNew |
$5.26M - $5.4M
|
131K
$5.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47+ 0.3% |
$1.89K - $1.94K
|
15.7K
$641K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
15.7KNew |
$629K - $646K
|
15.7K
$638K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
15+ 0.09% |
$603 - $619
|
16K
$653K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-53.9K- 11.7% |
$2.17M - $2.23M
|
407K
$16.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-848- 7.68% |
$34.1K - $35K
|
10.2K
$416K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-35- 32.11% |
$1.41K - $1.45K
|
74
$3.02K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$804 - $826
|
20
$815
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.5K- 40.01% |
$504K - $517K
|
18.8K
$766K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
33.1K+ 42.66% |
$1.33M - $1.37M
|
111K
$4.51M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.69K- 3.91% |
$68.4K - $70K
|
41.4K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.66K- 18.97% |
$148K - $152K
|
15.6K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-436- 8.02% |
$17.7K - $18.1K
|
5K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
75.4K+ 194.83% |
$3.06M - $3.13M
|
114K
$4.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.14KNew |
$127K - $130K
|
3.14K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
52.1K+ 73.68% |
$2.11M - $2.16M
|
123K
$5.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.5KNew |
$101K - $104K
|
2.5K
$102K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66New |
$2.67K - $2.74K
|
66
$2.69K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.88KNew |
$76K - $77.8K
|
1.88K
$76.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
397+ 6.81% |
$16.1K - $16.5K
|
6.22K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.32K+ 34.91% |
$94.2K - $96.4K
|
8.98K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$567 - $581
|
14
$571
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-536- 3.73% |
$21.7K - $22.2K
|
13.9K
$565K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
164New |
$6.65K - $6.81K
|
164
$6.69K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.23KNew |
$49.9K - $51.1K
|
1.23K
$50.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
326New |
$13.2K - $13.5K
|
326
$13.3K
|
|
| Q3 2024 | |||||||
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-5.68KClosed |
$228K - $237K
|
0
$0
|
|