Latest Institutional Transactions on Flexshares Tr Morningstar Glob (GUNR)
This table provides information on the latest institutional transactions involving Flexshares Tr Morningstar Glob (GUNR) 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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.9K- 9.83% |
$1.04M - $1.12M
|
247K
$9M
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-251K- 72.19% |
$9.67M - $10.4M
|
96.7K
$3.53M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 82.46% |
$1.81K - $1.95K
|
10
$365
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
135K+ 69864.25% |
$5.19M - $5.59M
|
135K
$4.92M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-471- 0.11% |
$18.1K - $19.5K
|
428K
$15.6M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-209- 0.1% |
$8.05K - $8.67K
|
215K
$7.82M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.9K- 42.49% |
$189K - $203K
|
6.63K
$242K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
68New |
$2.62K - $2.82K
|
68
$2.48K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24+ 0.26% |
$924 - $996
|
9.42K
$343K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28New |
$1.08K - $1.16K
|
28
$1.02K
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
679+ 0.42% |
$26.1K - $28.2K
|
163K
$5.96M
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
11.1K+ 12.69% |
$429K - $462K
|
99K
$3.61M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.8K- 32.05% |
$1.57M - $1.69M
|
86.6K
$3.15M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.83K- 19.4% |
$225K - $242K
|
24.2K
$883K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13K- 2.97% |
$499K - $538K
|
423K
$15.4M
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
33New |
$1.27K - $1.37K
|
33
$1.2K
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-224- 1.14% |
$8.63K - $9.29K
|
19.4K
$707K
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-30.3K- 24.05% |
$1.17M - $1.26M
|
95.6K
$3.48M
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
677+ 2.24% |
$26.1K - $28.1K
|
30.8K
$1.12M
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-19- 0.54% |
$732 - $788
|
3.51K
$128K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.21K+ 2.54% |
$46.4K - $50K
|
48.6K
$1.77M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
41.5K+ 7.33% |
$1.6M - $1.72M
|
608K
$22.2M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-20.9K- 52.96% |
$803K - $865K
|
18.5K
$675K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-11.1K- 33.01% |
$428K - $461K
|
22.6K
$822K
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
559+ 1.76% |
$21.5K - $23.2K
|
32.3K
$1.18M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
227+ 1.18% |
$8.74K - $9.42K
|
19.5K
$711K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-253- 16.45% |
$9.74K - $10.5K
|
1.29K
$46.8K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-246- 2.81% |
$9.47K - $10.2K
|
8.5K
$310K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
3.07K+ 1.0% |
$118K - $128K
|
309K
$11.3M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
446+ 2.62% |
$17.2K - $18.5K
|
17.5K
$638K
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-3.25K- 29.18% |
$125K - $135K
|
7.88K
$287K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-549- 6.56% |
$21.1K - $22.8K
|
7.83K
$285K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.49K+ 8.42% |
$57.5K - $61.9K
|
19.2K
$700K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-348- 68.91% |
$13.4K - $14.4K
|
157
$5.72K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
11.4KNew |
$438K - $471K
|
11.4K
$414K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-366- 5.55% |
$14.1K - $15.2K
|
6.22K
$227K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3.64K- 4.9% |
$140K - $151K
|
70.6K
$2.57M
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.83K- 8.85% |
$340K - $366K
|
90.9K
$3.31M
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
22.1K+ 2.37% |
$852K - $917K
|
956K
$34.8M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.84K- 10.24% |
$186K - $201K
|
42.4K
$1.54M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.53K+ 9.13% |
$328K - $354K
|
102K
$3.72M
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
5.24K+ 1.14% |
$202K - $217K
|
464K
$16.9M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-522- 22.47% |
$20.1K - $21.7K
|
1.8K
$65.6K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
12.4KNew |
$478K - $514K
|
12.4K
$452K
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
6.54K+ 3.25% |
$252K - $271K
|
208K
$7.57M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.62K+ 20.43% |
$62.5K - $67.3K
|
9.57K
$349K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-725- 6.52% |
$27.9K - $30.1K
|
10.4K
$379K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
19.1K+ 3.87% |
$734K - $791K
|
512K
$18.7M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-292- 4.19% |
$11.2K - $12.1K
|
6.69K
$244K
|