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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
4.12KNew |
$205K - $220K
|
4.12K
$237K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-167- 98.82% |
$8.32K - $8.93K
|
2
$115
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
75New |
$3.74K - $4.01K
|
75
$4.31K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2K- 25.0% |
$99.6K - $107K
|
6K
$345K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
338New |
$16.8K - $18.1K
|
338
$19.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
842New |
$41.9K - $45K
|
842
$48.3K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.38K- 35.42% |
$106K - $125K
|
4.35K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-8.92K- 99.53% |
$397K - $469K
|
42
$2.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-448- 7.8% |
$19.9K - $23.5K
|
5.3K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.82K- 14.47% |
$80.8K - $95.3K
|
10.7K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.47KNew |
$333K - $392K
|
7.47K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-6.16K- 49.55% |
$274K - $324K
|
6.28K
$360K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
236+ 114.56% |
$10.5K - $12.4K
|
442
$25.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88New |
$3.92K - $4.62K
|
88
$5.05K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-102- 9.06% |
$4.54K - $5.36K
|
1.02K
$58.8K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.57K+ 86.16% |
$69.9K - $82.4K
|
3.39K
$195K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.12KNew |
$183K - $216K
|
4.12K
$236K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
4.06KNew |
$181K - $213K
|
4.06K
$233K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-4- 3.67% |
$178 - $210
|
105
$6.03K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.92K- 24.63% |
$85.5K - $101K
|
5.88K
$337K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-44.6K- 99.85% |
$1.99M - $2.34M
|
68
$3.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-536- 45.73% |
$23.9K - $28.2K
|
636
$36.5K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.07KNew |
$232K - $280K
|
5.07K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-2- 3.23% |
$91.3 - $110
|
60
$3.45K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
345New |
$15.8K - $19K
|
345
$19.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-378- 8.26% |
$17.3K - $20.9K
|
4.2K
$241K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
270New |
$12.3K - $14.9K
|
270
$15.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.65KNew |
$75.3K - $91K
|
1.65K
$94.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
67New |
$3.06K - $3.7K
|
67
$3.85K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
350+ 8.03% |
$16K - $19.3K
|
4.71K
$270K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.71K+ 250.23% |
$124K - $149K
|
3.79K
$217K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
498+ 200.81% |
$22.7K - $27.5K
|
746
$42.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
470New |
$21.5K - $25.9K
|
470
$27K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
729New |
$33.3K - $40.2K
|
729
$41.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
66New |
$3.01K - $3.64K
|
66
$3.79K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-26.6K- 99.89% |
$1.33M - $1.54M
|
30
$1.72K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22+ 73.33% |
$1.1K - $1.28K
|
52
$2.99K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.7KClosed |
$185K - $215K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-290KClosed |
$14.5M - $16.9M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-285Closed |
$14.2K - $16.5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.74KClosed |
$137K - $159K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-198Closed |
$9.89K - $11.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
679New |
$33.9K - $39.4K
|
679
$39K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.67KClosed |
$183K - $213K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-3.85KClosed |
$192K - $223K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.51% |
$999 - $1.16K
|
3.94K
$226K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-3.66KClosed |
$183K - $213K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.62% |
$99.9 - $116
|
323
$18.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4New |
$200 - $232
|
4
$230
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
3.51K+ 3.67% |
$175K - $204K
|
99.2K
$5.7M
|
|