Purchases and Sales Made in Q4 2024 in Flexshares Tr Ready Access Var (RAVI)
This table provides information about the institutional ownership of Flexshares Tr Ready Access Var (RAVI) during Q4 2024. The information is specifically focused on institutions that hold shares of FLEXSHARES TR READY ACCESS VAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
10.6K+ 118.32% |
$798K - $803K
|
19.6K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.3KNew |
$248K - $250K
|
3.3K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.25KNew |
$244K - $245K
|
3.25K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
334New |
$25.1K - $25.2K
|
334
$25.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
265+ 9.76% |
$19.9K - $20K
|
2.98K
$224K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
190+ 1.27% |
$14.3K - $14.4K
|
15.2K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150+ 50.0% |
$11.3K - $11.3K
|
450
$33.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
49+ 60.49% |
$3.68K - $3.7K
|
130
$9.79K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29+ 0.06% |
$2.18K - $2.19K
|
48.4K
$3.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 26.67% |
$300 - $302
|
19
$1.43K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$75.1 - $75.5
|
4.36K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-136- 1.77% |
$10.2K - $10.3K
|
7.56K
$569K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-400- 4.74% |
$30K - $30.2K
|
8.03K
$604K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-435- 7.73% |
$32.6K - $32.9K
|
5.19K
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-450- 3.08% |
$33.8K - $34K
|
14.2K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-852- 7.2% |
$63.9K - $64.4K
|
11K
$827K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.03K- 22.41% |
$77.2K - $77.7K
|
3.56K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.82K- 25.15% |
$137K - $138K
|
5.42K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-2K- 32.63% |
$150K - $151K
|
4.13K
$311K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.65K- 25.07% |
$274K - $276K
|
10.9K
$821K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-4.68K- 14.63% |
$351K - $353K
|
27.3K
$2.05M
|