Latest Institutional Transactions on Flexshares Tr (TILT)
This table provides information on the latest institutional transactions involving Flexshares Tr (TILT) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32New |
$6.17K - $6.81K
|
32
$7.17K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
269+ 5.75% |
$51.8K - $57.3K
|
4.95K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.35K- 6.62% |
$261K - $288K
|
19.1K
$4.28M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-300- 18.0% |
$57.8K - $63.9K
|
1.37K
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.24K- 1.78% |
$431K - $476K
|
123K
$27.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.54K- 87.35% |
$287K - $309K
|
223
$49.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.61KNew |
$672K - $723K
|
3.61K
$807K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30New |
$5.59K - $6.02K
|
30
$6.72K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
29+ 0.28% |
$5.4K - $5.82K
|
10.5K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7- 0.73% |
$1.3K - $1.4K
|
949
$213K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-50- 2.87% |
$9.32K - $10K
|
1.69K
$379K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
823New |
$153K - $165K
|
823
$184K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-413- 27.01% |
$77K - $82.9K
|
1.12K
$250K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-140- 4.72% |
$26.1K - $28.1K
|
2.83K
$633K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-243- 50.0% |
$45.3K - $48.8K
|
243
$54.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
41New |
$7.64K - $8.23K
|
41
$9.18K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-18.1K- 71.83% |
$3.23M - $3.58M
|
7.08K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.01KNew |
$538K - $597K
|
3.01K
$674K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-400- 10.85% |
$71.5K - $79.4K
|
3.29K
$736K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-9- 0.18% |
$1.61K - $1.79K
|
5.12K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21Closed |
$3.75K - $4.17K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.7K+ 54.4% |
$1.2M - $1.33M
|
19K
$4.26M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
68+ 1133.33% |
$12.2K - $13.5K
|
74
$16.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45New |
$8.04K - $8.93K
|
45
$10.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-528- 7.42% |
$94.4K - $105K
|
6.59K
$1.48M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.5KNew |
$231K - $275K
|
1.5K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.48KNew |
$228K - $272K
|
1.48K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
175New |
$27K - $32.1K
|
175
$39.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.8KNew |
$278K - $330K
|
1.8K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-15- 1.15% |
$2.31K - $2.75K
|
1.29K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
732New |
$113K - $134K
|
732
$164K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-29- 1.49% |
$4.47K - $5.32K
|
1.92K
$429K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-89- 2.83% |
$13.7K - $16.3K
|
3.05K
$684K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$6.17K - $7.34K
|
40
$8.96K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.51KNew |
$233K - $277K
|
1.51K
$338K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.6K+ 24.56% |
$259K - $281K
|
8.11K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.9KNew |
$469K - $510K
|
2.9K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17New |
$2.75K - $2.99K
|
17
$3.81K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.77KNew |
$934K - $1.02M
|
5.77K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.78K- 79.55% |
$1.26M - $1.37M
|
2K
$448K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.24KNew |
$686K - $746K
|
4.24K
$950K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
8+ 0.34% |
$1.29K - $1.41K
|
2.39K
$536K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-707- 7.69% |
$114K - $124K
|
8.49K
$1.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
61New |
$9.86K - $10.7K
|
61
$13.7K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
26New |
$3.98K - $4.38K
|
26
$5.82K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-524- 30.39% |
$80.2K - $88.3K
|
1.2K
$269K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
500+ 30.98% |
$76.5K - $84.3K
|
2.11K
$473K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
611New |
$93.5K - $103K
|
611
$137K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
1.22KNew |
$187K - $206K
|
1.22K
$274K
|
|