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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45New |
$8.04K - $8.93K
|
45
$10.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-528- 7.42% |
$94.4K - $105K
|
6.59K
$1.52M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.48KNew |
$228K - $272K
|
1.48K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.8KNew |
$278K - $330K
|
1.8K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
175New |
$27K - $32.1K
|
175
$40.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
732New |
$113K - $134K
|
732
$169K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-89- 2.83% |
$13.7K - $16.3K
|
3.05K
$705K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$6.17K - $7.34K
|
40
$9.23K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.9KNew |
$469K - $510K
|
2.9K
$669K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17New |
$2.75K - $2.99K
|
17
$3.92K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.78K- 79.55% |
$1.26M - $1.37M
|
2K
$461K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.24KNew |
$686K - $746K
|
4.24K
$979K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
8+ 0.34% |
$1.29K - $1.41K
|
2.39K
$552K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-707- 7.69% |
$114K - $124K
|
8.49K
$1.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
61New |
$9.86K - $10.7K
|
61
$14.1K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
26New |
$3.98K - $4.38K
|
26
$6K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-524- 30.39% |
$80.2K - $88.3K
|
1.2K
$277K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
611New |
$93.5K - $103K
|
611
$141K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
1.22KNew |
$187K - $206K
|
1.22K
$282K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.07K+ 1.14% |
$306K - $341K
|
183K
$42.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.68KNew |
$841K - $937K
|
5.68K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-36- 5.29% |
$5.33K - $5.94K
|
644
$149K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
55.3KNew |
$8.18M - $9.12M
|
55.3K
$12.7M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.6KNew |
$236K - $263K
|
1.6K
$368K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
200New |
$29.6K - $33K
|
200
$46.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
600New |
$88.9K - $99K
|
600
$138K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.54KNew |
$493K - $563K
|
3.54K
$816K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-517- 9.09% |
$72K - $82.2K
|
5.17K
$1.19M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 35.29% |
$155K - $187K
|
2.05K
$473K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-27- 55.1% |
$3.73K - $4.51K
|
22
$5.08K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
210New |
$29K - $35K
|
210
$48.5K
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-726- 11.66% |
$100K - $121K
|
5.5K
$1.27M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.21KClosed |
$454K - $564K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.9K- 24.91% |
$269K - $334K
|
5.73K
$1.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.55KClosed |
$220K - $273K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.24KNew |
$600K - $745K
|
4.24K
$979K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 0.58% |
$849 - $1.05K
|
1.02K
$236K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.42KNew |
$200K - $248K
|
1.42K
$326K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
42New |
$5.94K - $7.38K
|
42
$9.69K
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-14- 0.46% |
$1.98K - $2.46K
|
3.03K
$699K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-1.82K- 14.51% |
$294K - $334K
|
10.7K
$2.47M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-30Closed |
$4.86K - $5.52K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-94Closed |
$15.9K - $17.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102Closed |
$17.3K - $18.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-67Closed |
$10.8K - $11.4K
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
739New |
$119K - $126K
|
739
$171K
|
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.01KClosed |
$325K - $344K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-4KClosed |
$571K - $649K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-525- 46.96% |
$74.9K - $85.1K
|
593
$137K
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-163Closed |
$23.3K - $26.4K
|
0
$0
|
|