Latest Institutional Purchases of Flexshares Stoxx Us Esg Select (ESG)
This list provides information on the latest institutional transactions involving Flexshares Stoxx Us Esg Select (ESG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.9K+ 1020.5% |
N/A
|
17.4K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.54KNew |
N/A
|
3.54K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.59KNew |
N/A
|
2.59K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.02KNew |
N/A
|
2.02K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.49KNew |
N/A
|
1.49K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
500+ 14.29% |
N/A
|
4K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
499+ 7.49% |
N/A
|
7.16K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
250New |
N/A
|
250
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
201New |
N/A
|
201
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
115New |
N/A
|
115
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
66+ 5.62% |
N/A
|
1.24K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
11+ 0.36% |
N/A
|
3.03K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5+ 0.02% |
N/A
|
21.5K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2New |
N/A
|
2
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
14+ 0.29% |
N/A
|
4.86K
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
680New |
N/A
|
680
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
56+ 74.67% |
N/A
|
131
$0
|
|
| Q1 2024 | |||||||
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
60New |
N/A
|
60
$0
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
40KNew |
N/A
|
40K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
2.38KNew |
N/A
|
2.38K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
225New |
N/A
|
225
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
65+ 1.79% |
N/A
|
3.7K
$0
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.22KNew |
N/A
|
2.22K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
154New |
N/A
|
154
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
41New |
N/A
|
41
$0
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
195+ 4.55% |
N/A
|
4.48K
$0
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2.07KNew |
N/A
|
2.07K
$0
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
250New |
N/A
|
250
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150New |
N/A
|
150
$0
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
261New |
N/A
|
261
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
79+ 0.41% |
N/A
|
19.2K
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16New |
N/A
|
16
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.22K+ 31.95% |
N/A
|
25.7K
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.39KNew |
N/A
|
1.39K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
650New |
N/A
|
650
$0
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
375New |
N/A
|
375
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
250New |
N/A
|
250
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
47New |
N/A
|
47
$0
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
47+ 2.92% |
N/A
|
1.66K
$0
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.28KNew |
N/A
|
4.28K
$0
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
101New |
N/A
|
101
$0
|
|
| Q1 2020 | |||||||
|
Apr 17, 2020
Q1 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
265New |
N/A
|
265
$0
|
|