Latest Institutional Transactions on Flexshares Stoxx Global Broad (NFRA)
This table provides information on the latest institutional transactions involving Flexshares Stoxx Global Broad (NFRA) 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 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-33- 20.63% |
$1.72K - $1.8K
|
127
$7.44K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 80.4% |
$177K - $185K
|
827
$48.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
472+ 12.52% |
$24.6K - $25.8K
|
4.24K
$249K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
1.03K+ 11.71% |
$53.5K - $56.1K
|
9.81K
$575K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.19K- 32.14% |
$61.9K - $64.9K
|
2.51K
$147K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
116+ 1.17% |
$6.04K - $6.33K
|
10.1K
$589K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-496- 93.41% |
$25.8K - $27.1K
|
35
$2.05K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-275- 6.7% |
$12.9K - $14.7K
|
3.83K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72New |
$3.38K - $3.86K
|
72
$4.22K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.75KNew |
$223K - $254K
|
4.75K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-9.47K- 4.6% |
$444K - $508K
|
196K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
907New |
$42.6K - $48.6K
|
907
$53.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.07KNew |
$191K - $218K
|
4.07K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-41.4K- 13.96% |
$1.94M - $2.22M
|
255K
$15M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-5.17K- 43.6% |
$242K - $277K
|
6.69K
$392K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-53- 8.44% |
$2.49K - $2.84K
|
575
$33.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-429- 8.07% |
$20.1K - $23K
|
4.89K
$286K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
942New |
$44.2K - $50.5K
|
942
$55.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.56K- 56.28% |
$414K - $455K
|
6.65K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.27KNew |
$207K - $227K
|
4.27K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-80- 0.68% |
$3.87K - $4.25K
|
11.7K
$687K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-170- 3.14% |
$8.23K - $9.03K
|
5.24K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
524+ 53.14% |
$25.4K - $27.8K
|
1.51K
$88.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.98KNew |
$95.9K - $105K
|
1.98K
$116K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 60.55% |
$155K - $170K
|
8.49K
$497K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9- 0.07% |
$436 - $478
|
13.1K
$766K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.48K- 74.38% |
$120K - $132K
|
853
$50K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-115- 1.93% |
$5.57K - $6.11K
|
5.83K
$341K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5KNew |
$121K - $133K
|
2.5K
$146K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2- 0.02% |
$96.9 - $106
|
8.44K
$494K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
100+ 0.67% |
$4.84K - $5.31K
|
15K
$880K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-430- 37.23% |
$20.8K - $22.9K
|
725
$42.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.68% |
$96.9 - $106
|
296
$17.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
163New |
$7.89K - $8.66K
|
163
$9.55K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-583- 6.24% |
$29.4K - $31.2K
|
8.76K
$513K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
6.02KNew |
$304K - $322K
|
6.02K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.18% |
$655 - $695
|
7.1K
$416K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.62K+ 83.64% |
$81.7K - $86.6K
|
3.56K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13KNew |
$656K - $695K
|
13K
$762K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.5K- 96.31% |
$278K - $294K
|
211
$12.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
309+ 82.84% |
$15.6K - $16.5K
|
682
$40K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
250New |
$12.6K - $13.4K
|
250
$14.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
12.2KNew |
$613K - $650K
|
12.2K
$712K
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
6.7KNew |
$338K - $358K
|
6.7K
$392K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
65New |
$3.28K - $3.47K
|
65
$3.81K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
130New |
$6.55K - $6.95K
|
130
$7.62K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.22K- 15.22% |
$60.6K - $65K
|
6.77K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
371+ 55.54% |
$18.5K - $19.8K
|
1.04K
$60.9K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
6.45KNew |
$321K - $345K
|
6.45K
$378K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.5K- 77.65% |
$674K - $723K
|
3.89K
$228K
|
|