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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.03KNew |
$76.7K - $77.1K
|
1.03K
$77.1K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$374 - $376
|
5
$376
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
3.97KNew |
$297K - $298K
|
3.97K
$299K
|
|
|
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
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.41K+ 38.82% |
$105K - $106K
|
5.04K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
705New |
$52.7K - $53K
|
705
$53K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
196+ 2.96% |
$14.6K - $14.7K
|
6.83K
$514K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.04K+ 9.49% |
$77.2K - $77.6K
|
11.9K
$898K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
910+ 978.49% |
$67.9K - $68.2K
|
1K
$75.5K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
68New |
$5.07K - $5.1K
|
68
$5.12K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
68New |
$5.07K - $5.1K
|
68
$5.12K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
34New |
$2.54K - $2.55K
|
34
$2.56K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9.23KNew |
$687K - $691K
|
9.23K
$694K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.35KNew |
$398K - $400K
|
5.35K
$402K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.03KNew |
$300K - $302K
|
4.03K
$303K
|
|
|
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
$50.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
50New |
$3.72K - $3.74K
|
50
$3.76K
|
|
| 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
$49.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
655New |
$48.5K - $48.8K
|
655
$49.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.72KNew |
$425K - $426K
|
5.72K
$430K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5.35KNew |
$397K - $399K
|
5.35K
$402K
|
|
|
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
$26.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
4+ 0.1% |
$297 - $298
|
4.06K
$306K
|
|
| 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
$39.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8+ 0.16% |
$586 - $599
|
4.89K
$368K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
47.6KNew |
$3.56M - $3.6M
|
47.6K
$3.58M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$207K - $209K
|
2.77K
$208K
|
|
| Q3 2021 | |||||||
|
Mar 28, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2.7KNew |
$205K - $206K
|
2.7K
$203K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
30New |
$2.28K - $2.29K
|
30
$2.26K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.29KNew |
$250K - $251K
|
3.29K
$247K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
250New |
$19K - $19.1K
|
250
$18.8K
|
|
| Q4 2019 | |||||||
|
Jan 13, 2020
Q4 2019
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.04KNew |
$306K - $307K
|
4.04K
$304K
|
|
|
Feb 12, 2020
Q4 2019
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
500+ 18.84% |
$37.8K - $38K
|
3.15K
$237K
|
|