Latest Institutional Transactions on Flexshares Us Quality Low Vola (QLV)
This table provides information on the latest institutional transactions involving Flexshares Us Quality Low Vola (QLV) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
70New |
$3.24K - $3.7K
|
70
$4.78K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12.8K- 40.96% |
$592K - $675K
|
18.4K
$1.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.9K- 27.56% |
$692K - $789K
|
39.3K
$2.68M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.5K- 27.86% |
$718K - $818K
|
40.1K
$2.74M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
391+ 3.32% |
$18.1K - $20.9K
|
12.2K
$832K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$46.4K - $53.5K
|
1K
$68.3K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-475- 25.01% |
$22.3K - $26.4K
|
1.42K
$97.3K
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21.2K- 96.23% |
$993K - $1.18M
|
829
$56.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-28.6K- 84.99% |
$1.34M - $1.59M
|
5.04K
$345K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
300New |
$14.1K - $16.7K
|
300
$20.5K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$25.2K - $28.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-21.6KClosed |
$1.09M - $1.22M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
7.42KNew |
$374K - $424K
|
7.42K
$507K
|
|
| Q1 2021 | |||||||
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10KClosed |
$442K - $469K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.16KClosed |
$211K - $235K
|
0
$0
|
|