Purchases and Sales Made in Q4 2024 in Flexshares Tr High Yield Value (HYGV)
This table provides information about the institutional ownership of Flexshares Tr High Yield Value (HYGV) during Q4 2024. The information is specifically focused on institutions that hold shares of FLEXSHARES TR HIGH YIELD VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91K+ 33.84% |
$3.69M - $3.78M
|
360K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.9K+ 10.7% |
$3.32M - $3.4M
|
847K
$34.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
75.4K+ 194.83% |
$3.06M - $3.13M
|
114K
$4.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
60.8K+ 125.97% |
$2.46M - $2.52M
|
109K
$4.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
52.1K+ 73.68% |
$2.11M - $2.16M
|
123K
$5.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
46.1K+ 22.31% |
$1.87M - $1.91M
|
253K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.1K+ 61.66% |
$1.75M - $1.79M
|
113K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.7K+ 16.91% |
$1.57M - $1.61M
|
268K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21.2KNew |
$860K - $881K
|
21.2K
$868K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.1KNew |
$855K - $875K
|
21.1K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
18.6K+ 72.22% |
$754K - $772K
|
44.4K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
16.2KNew |
$656K - $672K
|
16.2K
$662K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
14.9K+ 23.78% |
$604K - $618K
|
77.5K
$3.17M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
13.8K+ 4.53% |
$559K - $573K
|
319K
$13M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
10.1K+ 3.22% |
$408K - $418K
|
323K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.64K+ 33.1% |
$188K - $192K
|
18.6K
$762K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
3.59K+ 3.17% |
$146K - $149K
|
117K
$4.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.3K+ 7.09% |
$134K - $137K
|
49.8K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.14KNew |
$127K - $130K
|
3.14K
$128K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.5KNew |
$101K - $104K
|
2.5K
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.32K+ 34.91% |
$94.2K - $96.4K
|
8.98K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.06K+ 11.96% |
$83.4K - $85.4K
|
19.3K
$787K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.88KNew |
$76K - $77.8K
|
1.88K
$76.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.76K+ 8.09% |
$71.3K - $73K
|
23.5K
$960K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.56K+ 3.6% |
$63.2K - $64.8K
|
44.9K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.52K+ 99.87% |
$61.4K - $62.9K
|
3.03K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.42K+ 9.95% |
$57.5K - $58.9K
|
15.7K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.38K+ 11.32% |
$55.9K - $57.3K
|
13.6K
$555K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.27K+ 18.21% |
$51.3K - $52.6K
|
8.22K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.23KNew |
$49.9K - $51.1K
|
1.23K
$50.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.19KNew |
$48.3K - $49.4K
|
1.19K
$48.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.1K+ 10.55% |
$44.4K - $45.5K
|
11.5K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
920+ 6.89% |
$37.3K - $38.2K
|
14.3K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
797+ 8.0% |
$32.3K - $33.1K
|
10.8K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
662+ 5.96% |
$26.8K - $27.5K
|
11.8K
$481K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
474+ 27.41% |
$19.2K - $19.7K
|
2.2K
$90K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
397+ 6.81% |
$16.1K - $16.5K
|
6.22K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
326New |
$13.2K - $13.5K
|
326
$13.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
250+ 0.85% |
$10.1K - $10.4K
|
29.8K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
209+ 1.32% |
$8.47K - $8.68K
|
16K
$654K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
195+ 1.1% |
$7.9K - $8.09K
|
18K
$735K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
164New |
$6.65K - $6.81K
|
164
$6.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
135New |
$5.47K - $5.6K
|
135
$5.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
118+ 0.74% |
$4.78K - $4.9K
|
16.1K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
88+ 8.17% |
$3.57K - $3.65K
|
1.17K
$47.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
70+ 0.64% |
$2.84K - $2.91K
|
11K
$451K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66New |
$2.67K - $2.74K
|
66
$2.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
64+ 1.22% |
$2.59K - $2.66K
|
5.29K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$567 - $581
|
14
$572
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 0.32% |
$567 - $581
|
4.36K
$178K
|