Latest Institutional Purchases of Flexshares Tr Ready Access Var (RAVI)
This list provides information on the latest institutional transactions involving Flexshares Tr Ready Access Var (RAVI) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.25KNew |
$244K - $245K
|
3.25K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
792New |
$59.4K - $59.8K
|
792
$59.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
700New |
$52.5K - $52.9K
|
700
$52.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
334New |
$25.1K - $25.2K
|
334
$25.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150+ 50.0% |
$11.3K - $11.3K
|
450
$34K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29+ 0.06% |
$2.18K - $2.19K
|
48.4K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12New |
$901 - $906
|
12
$906
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.08KNew |
$157K - $158K
|
2.08K
$157K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
18.8KNew |
$1.41M - $1.42M
|
18.8K
$1.42M
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
10KNew |
$754K - $758K
|
10K
$758K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.81KNew |
$211K - $212K
|
2.81K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$751 - $755
|
10
$755
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 2.94% |
$225 - $226
|
105
$7.92K
|
|
| Q1 2024 | |||||||
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.03KNew |
$227K - $228K
|
3.03K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.78KNew |
$208K - $210K
|
2.78K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
207+ 1.86% |
$15.5K - $15.6K
|
11.3K
$856K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
188New |
$14.1K - $14.2K
|
188
$14.2K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.3K+ 78.79% |
$172K - $173K
|
5.21K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.03KNew |
$76.7K - $77.1K
|
1.03K
$77.3K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$374 - $376
|
5
$377
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
3.97KNew |
$297K - $298K
|
3.97K
$300K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
2.92KNew |
$218K - $219K
|
2.92K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.87KNew |
$215K - $216K
|
2.87K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.41K+ 38.82% |
$105K - $106K
|
5.04K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
705New |
$52.7K - $53K
|
705
$53.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
196+ 2.96% |
$14.6K - $14.7K
|
6.83K
$515K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.04K+ 9.49% |
$77.2K - $77.6K
|
11.9K
$901K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
910+ 978.49% |
$67.9K - $68.2K
|
1K
$75.7K
|
|
|
Oct 01, 2025
Q2 2023
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
700New |
$52.2K - $52.5K
|
700
$52.8K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
68New |
$5.07K - $5.1K
|
68
$5.13K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
68New |
$5.07K - $5.1K
|
68
$5.13K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
34New |
$2.54K - $2.55K
|
34
$2.57K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9.23KNew |
$687K - $691K
|
9.23K
$696K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.35KNew |
$398K - $400K
|
5.35K
$404K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.03KNew |
$300K - $302K
|
4.03K
$304K
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.9KNew |
$141K - $142K
|
1.9K
$143K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
669New |
$49.8K - $50.1K
|
669
$50.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
50New |
$3.72K - $3.74K
|
50
$3.77K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.99KNew |
$221K - $222K
|
2.99K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Valueworks LLC
New York, NY |
BUY
|
- |
2.8KNew |
$207K - $209K
|
2.8K
$211K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
663New |
$49.1K - $49.4K
|
663
$50K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
655New |
$48.5K - $48.8K
|
655
$49.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.72KNew |
$425K - $426K
|
5.72K
$431K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5.35KNew |
$397K - $399K
|
5.35K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.75KNew |
$204K - $205K
|
2.75K
$207K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
351New |
$26.1K - $26.2K
|
351
$26.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
4+ 0.1% |
$297 - $298
|
4.06K
$307K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
150K+ 414.22% |
$11M - $11.3M
|
187K
$14.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
530New |
$38.8K - $39.7K
|
530
$40K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8+ 0.16% |
$586 - $599
|
4.89K
$369K
|
|