Latest Institutional Transactions on Flexshares Tr Credit Scored Us (SKOR)
This table provides information on the latest institutional transactions involving Flexshares Tr Credit Scored Us (SKOR) 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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-554- 3.17% |
$26.2K - $26.8K
|
16.9K
$825K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-140- 31.18% |
$6.63K - $6.78K
|
309
$15K
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
43New |
$2.05K - $2.11K
|
43
$2.09K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-619- 60.27% |
$29.5K - $30.4K
|
408
$19.9K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
27New |
$1.29K - $1.32K
|
27
$1.31K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.7KNew |
$271K - $280K
|
5.7K
$277K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23+ 1.59% |
$1.09K - $1.13K
|
1.47K
$71.7K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-89- 18.74% |
$4.24K - $4.37K
|
386
$18.8K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
168New |
$8K - $8.24K
|
168
$8.18K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
646+ 2.76% |
$30.7K - $31.7K
|
24K
$1.17M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.38KNew |
$65.7K - $67.7K
|
1.38K
$67.2K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.61KNew |
$315K - $324K
|
6.61K
$322K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
272+ 2.29% |
$12.9K - $13.3K
|
12.2K
$592K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
500+ 34.48% |
$23.6K - $24.6K
|
1.95K
$94.9K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
522New |
$24.6K - $25.7K
|
522
$25.4K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.19K+ 25.55% |
$103K - $108K
|
10.7K
$523K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
147New |
$6.87K - $7.01K
|
147
$7.15K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.35KNew |
$250K - $255K
|
5.35K
$261K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.09KNew |
$51K - $52.1K
|
1.09K
$53.1K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.39KNew |
$64.8K - $66.2K
|
1.39K
$67.5K
|
|
Q1 2024 | |||||||
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8New |
$379 - $385
|
8
$389
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-88Closed |
$4.17K - $4.23K
|
0
$0
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.19KNew |
$198K - $201K
|
4.19K
$204K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
83+ 5.8% |
$3.93K - $3.99K
|
1.51K
$73.7K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.71K- 90.7% |
$128K - $130K
|
278
$13.5K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.6KNew |
$706K - $751K
|
15.6K
$761K
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.34K+ 27.89% |
$105K - $112K
|
10.7K
$521K
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
76New |
$3.43K - $3.65K
|
76
$3.7K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7KNew |
$327K - $334K
|
7K
$341K
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
17+ 0.28% |
$794 - $811
|
6.1K
$297K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.19K- 91.38% |
$102K - $105K
|
207
$10.1K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.1KNew |
$285K - $291K
|
6.1K
$297K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
600New |
$28K - $28.6K
|
600
$29.2K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.9KNew |
$790K - $807K
|
16.9K
$823K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
993New |
$45.9K - $47.6K
|
993
$48.3K
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-6.17K- 54.45% |
$285K - $296K
|
5.16K
$251K
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.46KNew |
$299K - $310K
|
6.46K
$315K
|
|
Q4 2022 | |||||||
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
101New |
$4.52K - $4.76K
|
101
$4.92K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-842- 50.0% |
$37.7K - $39.7K
|
842
$41K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-364- 5.01% |
$16.3K - $17.2K
|
6.91K
$336K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.56K- 9.97% |
$115K - $121K
|
23.1K
$1.13M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
20.1K+ 1.71% |
$899K - $948K
|
1.19M
$58.1M
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-698- 99.29% |
$31.2K - $32.9K
|
5
$243
|
|
Q3 2022 | |||||||
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
453New |
$20.5K - $22K
|
453
$22K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
970+ 32.01% |
$44K - $47.1K
|
4K
$195K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
727New |
$33K - $35.3K
|
727
$35.4K
|
|
Q1 2022 | |||||||
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.5KNew |
$1.01M - $1.08M
|
20.5K
$996K
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.8KClosed |
$237K - $253K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
161New |
$7.96K - $8.47K
|
161
$7.84K
|