Latest Institutional Purchases of Flexshares Tr High Yield Value (HYGV)
This list provides information on the latest institutional transactions involving Flexshares Tr High Yield Value (HYGV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.14KNew |
$246K - $256K
|
6.14K
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.14KNew |
$246K - $256K
|
6.14K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
4.98KNew |
$200K - $207K
|
4.98K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.01KNew |
$121K - $126K
|
3.01K
$123K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.6KNew |
$64.1K - $66.5K
|
1.6K
$65.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11+ 0.06% |
$441 - $458
|
18.5K
$753K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.45K+ 83.64% |
$377K - $385K
|
20.8K
$846K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1K+ 40.0% |
$39.9K - $40.7K
|
3.5K
$143K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
141New |
$5.63K - $5.74K
|
141
$5.75K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
88New |
$3.51K - $3.58K
|
88
$3.59K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
31New |
$1.24K - $1.26K
|
31
$1.26K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.5K+ 45.18% |
$871K - $887K
|
69.2K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.1KNew |
$449K - $457K
|
11.1K
$453K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.81K+ 34.8% |
$73.1K - $74.4K
|
7K
$285K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 22.22% |
$81 - $82.4
|
11
$448
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
17.1K+ 23.81% |
$657K - $702K
|
88.7K
$3.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.9KNew |
$612K - $654K
|
15.9K
$648K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.57KNew |
$368K - $394K
|
9.57K
$390K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
5.2KNew |
$200K - $214K
|
5.2K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$7.7K - $8.24K
|
200
$8.15K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
102New |
$3.93K - $4.2K
|
102
$4.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$3.85K - $4.12K
|
100
$4.08K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10New |
$385 - $412
|
10
$408
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.58KNew |
$380K - $390K
|
9.58K
$391K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.06KNew |
$161K - $165K
|
4.06K
$166K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
620New |
$24.6K - $25.2K
|
620
$25.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
569New |
$22.5K - $23.2K
|
569
$23.2K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
343New |
$13.6K - $14K
|
343
$14K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
230+ 2.14% |
$9.11K - $9.37K
|
11K
$447K
|
|
| Q2 2023 | |||||||
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
14.4KNew |
$571K - $586K
|
14.4K
$589K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.5KNew |
$534K - $548K
|
13.5K
$550K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.29KNew |
$209K - $215K
|
5.29K
$216K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.63KNew |
$143K - $147K
|
3.63K
$148K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.9KNew |
$75K - $77K
|
1.9K
$77.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
768+ 13.99% |
$30.4K - $31.2K
|
6.26K
$255K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47New |
$1.86K - $1.91K
|
47
$1.92K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
35New |
$1.38K - $1.42K
|
35
$1.43K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
19.9KNew |
$787K - $836K
|
19.9K
$813K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.07KNew |
$240K - $255K
|
6.07K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.28K+ 25.08% |
$169K - $179K
|
21.3K
$869K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.36KNew |
$132K - $141K
|
3.36K
$137K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.05K+ 142.86% |
$41.4K - $44.1K
|
1.79K
$72.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
381New |
$15K - $16K
|
381
$15.5K
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
225New |
$8.74K - $9.3K
|
225
$9.17K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.19KNew |
$202K - $225K
|
5.19K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.45K+ 30.04% |
$95.6K - $106K
|
10.6K
$433K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
500New |
$19.5K - $21.7K
|
500
$20.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41+ 1.84% |
$1.6K - $1.78K
|
2.26K
$92.3K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
28.1KNew |
$1.13M - $1.3M
|
28.1K
$1.14M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
17.9KNew |
$721K - $830K
|
17.9K
$728K
|
|