Latest Institutional Purchases of Flexshares Us Quality Low Vola (QLV)
This list provides information on the latest institutional transactions involving Flexshares Us Quality Low Vola (QLV) 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.6KNew |
$1.55M - $1.67M
|
26.6K
$1.72M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7KNew |
$1.32M - $1.42M
|
22.7K
$1.47M
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
15.1KNew |
$877K - $946K
|
15.1K
$975K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.1K+ 14.32% |
$530K - $571K
|
72.7K
$4.7M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
6.77KNew |
$395K - $425K
|
6.77K
$438K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.06K+ 8.08% |
$295K - $318K
|
67.7K
$4.38M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.03K+ 51.44% |
$293K - $316K
|
14.8K
$958K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
942+ 0.36% |
$54.9K - $59.1K
|
264K
$17.1M
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
910+ 6.47% |
$53K - $57.1K
|
15K
$970K
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
194+ 5.41% |
$11.3K - $12.2K
|
3.78K
$245K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6+ 0.05% |
$350 - $377
|
11.2K
$726K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$58.3 - $62.8
|
1
$64.7
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.2K+ 46.06% |
$796K - $868K
|
45.2K
$2.92M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.12K+ 30.22% |
$230K - $251K
|
17.7K
$1.15M
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.74KNew |
$189K - $211K
|
3.74K
$242K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
420New |
$21.2K - $23.7K
|
420
$27.2K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3KNew |
$526K - $549K
|
10.3K
$665K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.23KNew |
$62.8K - $65.5K
|
1.23K
$79.4K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
69+ 0.46% |
$3.53K - $3.69K
|
15K
$970K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.16KNew |
$253K - $269K
|
5.16K
$334K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.79KNew |
$136K - $145K
|
2.79K
$180K
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
975New |
$47.7K - $50.8K
|
975
$63.1K
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
325+ 2.44% |
$15.9K - $16.9K
|
13.6K
$883K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
70New |
$3.44K - $3.7K
|
70
$4.53K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2New |
$98.3 - $106
|
2
$129
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
N/A
|
1K
$64.7K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
391+ 3.32% |
N/A
|
12.2K
$788K
|
|
Q2 2022 | |||||||
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
300New |
N/A
|
300
$19.4K
|
|
Q4 2021 | |||||||
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
7.42KNew |
N/A
|
7.42K
$480K
|