Purchases and Sales Made in Q1 2025 in Flexshares Tr High Yield Value (HYGV)
This table provides information about the institutional ownership of Flexshares Tr High Yield Value (HYGV) during Q1 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES TR HIGH YIELD VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
254KNew |
$10.2M - $10.5M
|
254K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
252K+ 4987.83% |
$10.1M - $10.4M
|
257K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
131KNew |
$5.26M - $5.4M
|
131K
$5.21M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
93.5KNew |
$3.76M - $3.86M
|
93.5K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
63.6KNew |
$2.56M - $2.62M
|
63.6K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
54.6KNew |
$2.19M - $2.25M
|
54.6K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.4K+ 15.12% |
$2.19M - $2.25M
|
414K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
51.5KNew |
$2.07M - $2.13M
|
51.5K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
50.5K+ 96.81% |
$2.03M - $2.08M
|
103K
$4.09M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
33.1K+ 42.66% |
$1.33M - $1.37M
|
111K
$4.4M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
22.2KNew |
$894K - $918K
|
22.2K
$885K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21.9K+ 20.06% |
$880K - $903K
|
131K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.3KNew |
$855K - $878K
|
21.3K
$847K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
15.7KNew |
$629K - $646K
|
15.7K
$624K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 13.0% |
$590K - $606K
|
128K
$5.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13.4KNew |
$539K - $553K
|
13.4K
$533K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
12.2KNew |
$492K - $505K
|
12.2K
$487K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.75K+ 15.39% |
$231K - $237K
|
43.1K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.34K+ 42.83% |
$215K - $220K
|
17.8K
$709K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.1KNew |
$205K - $211K
|
5.1K
$203K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
3.04K+ 0.95% |
$122K - $125K
|
322K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.89K+ 9.55% |
$76K - $78K
|
21.7K
$863K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.74KNew |
$70K - $71.9K
|
1.74K
$69.4K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.54K+ 11.56% |
$61.9K - $63.5K
|
14.9K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.13K+ 5.85% |
$45.4K - $46.6K
|
20.4K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 19.35% |
$41.2K - $42.3K
|
6.32K
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
616+ 3.3% |
$24.8K - $25.4K
|
19.3K
$767K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
582+ 28.45% |
$23.4K - $24K
|
2.63K
$105K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
450+ 2.5% |
$18.1K - $18.6K
|
18.4K
$734K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
396+ 0.79% |
$15.9K - $16.4K
|
50.2K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
359+ 2.23% |
$14.4K - $14.8K
|
16.5K
$656K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
205+ 4.7% |
$8.24K - $8.46K
|
4.57K
$182K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47+ 0.3% |
$1.89K - $1.94K
|
15.7K
$626K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 1.06% |
$1.41K - $1.45K
|
3.33K
$132K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$804 - $826
|
20
$797
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
15+ 0.09% |
$603 - $619
|
16K
$637K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.14% |
$121 - $124
|
2.21K
$87.9K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-29- 21.48% |
$1.17K - $1.2K
|
106
$4.22K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-35- 32.11% |
$1.41K - $1.45K
|
74
$2.95K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-48- 64.0% |
$1.93K - $1.98K
|
27
$1.08K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-75- 1.21% |
$3.02K - $3.1K
|
6.14K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-205- 2.32% |
$8.24K - $8.46K
|
8.61K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-271- 36.23% |
$10.9K - $11.2K
|
477
$19K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-272- 1.9% |
$10.9K - $11.2K
|
14K
$558K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-275- 2.9% |
$11.1K - $11.4K
|
9.21K
$367K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-357- 2.69% |
$14.4K - $14.7K
|
12.9K
$514K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-472- 4.36% |
$19K - $19.5K
|
10.3K
$412K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-491- 4.35% |
$19.7K - $20.3K
|
10.8K
$430K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-518- 1.15% |
$20.8K - $21.4K
|
44.4K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-590- 49.54% |
$23.7K - $24.4K
|
601
$23.9K
|