Purchases and Sales Made in Q4 2025 in Flexshares Tr High Yield Value (HYGV)
This table provides information about the institutional ownership of Flexshares Tr High Yield Value (HYGV) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
8.85K+ 3.1% |
$358K - $364K
|
294K
$11.9M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7KNew |
$284K - $288K
|
7K
$284K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
BUY
|
- |
4.77K+ 4.77% |
$193K - $196K
|
105K
$4.25M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
2.82K+ 2.73% |
$114K - $116K
|
106K
$4.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 5.56% |
$49K - $49.9K
|
23K
$934K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
662+ 4.37% |
$26.8K - $27.3K
|
15.8K
$641K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
388+ 6.88% |
$15.7K - $16K
|
6.03K
$245K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
258New |
$10.4K - $10.6K
|
258
$10.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
17New |
$688 - $700
|
17
$690
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
16+ 2.81% |
$648 - $659
|
585
$23.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-270- 16.08% |
$10.9K - $11.1K
|
1.41K
$57.2K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-378- 4.25% |
$15.3K - $15.6K
|
8.51K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.07K- 12.39% |
$43.1K - $43.8K
|
7.53K
$306K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.1K- 7.54% |
$44.4K - $45.1K
|
13.4K
$545K
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
SELL
|
- |
-7.14K- 55.76% |
$289K - $294K
|
5.66K
$230K
|
|