Latest Institutional Transactions on Flexshares Tr High Yield Value (HYGV)
This table provides information on the latest institutional transactions involving Flexshares Tr High Yield Value (HYGV) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 0.32% |
$567 - $581
|
4.36K
$180K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
70+ 0.64% |
$2.84K - $2.91K
|
11K
$455K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.59K- 52.08% |
$388K - $398K
|
8.82K
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$567 - $581
|
14
$576
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-536- 3.73% |
$21.7K - $22.2K
|
13.9K
$570K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.93K- 13.93% |
$78.3K - $80.2K
|
11.9K
$491K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
164New |
$6.65K - $6.81K
|
164
$6.75K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
14.9K+ 23.78% |
$604K - $618K
|
77.5K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.23KNew |
$49.9K - $51.1K
|
1.23K
$50.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
662+ 5.96% |
$26.8K - $27.5K
|
11.8K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
16.2KNew |
$656K - $672K
|
16.2K
$667K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
3.59K+ 3.17% |
$146K - $149K
|
117K
$4.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
7+ 6.86% |
$284 - $291
|
109
$4.49K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.64K+ 33.1% |
$188K - $192K
|
18.6K
$768K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3+ 0.01% |
$122 - $125
|
56.4K
$2.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
326New |
$13.2K - $13.5K
|
326
$13.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
10.1K+ 3.22% |
$408K - $418K
|
323K
$13.3M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
513+ 51300.0% |
$20.6K - $21.4K
|
514
$21.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 4.8% |
$421K - $437K
|
229K
$9.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.8K+ 8.83% |
$875K - $909K
|
269K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
763+ 6.84% |
$30.6K - $31.8K
|
11.9K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.3K+ 45.9% |
$893K - $928K
|
70.8K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-44- 4.99% |
$1.76K - $1.83K
|
837
$34.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
856+ 6.55% |
$34.3K - $35.7K
|
13.9K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.9K+ 8.27% |
$1.44M - $1.5M
|
470K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.87K+ 9.43% |
$75.2K - $78.1K
|
21.7K
$895K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
31.1K+ 17.7% |
$1.25M - $1.3M
|
207K
$8.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.8K+ 164.78% |
$514K - $534K
|
20.6K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.23KNew |
$210K - $218K
|
5.23K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.14KNew |
$246K - $256K
|
6.14K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.54K+ 55.85% |
$182K - $189K
|
12.7K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.7K- 52.9% |
$869K - $903K
|
19.3K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8+ 0.5% |
$321 - $333
|
1.61K
$66.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.31K- 4.85% |
$52.7K - $54.8K
|
25.8K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-17- 0.15% |
$682 - $708
|
11K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-10K- 1.89% |
$401K - $417K
|
519K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
849+ 7.48% |
$34.1K - $35.4K
|
12.2K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-33.4K- 46.32% |
$1.34M - $1.39M
|
38.7K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.61K+ 10.56% |
$145K - $150K
|
37.7K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
501K+ 2.05% |
$20.1M - $20.9M
|
24.9M
$1.03B
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
74+ 0.75% |
$2.97K - $3.08K
|
9.96K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-28.2K- 41.68% |
$1.13M - $1.18M
|
39.5K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.95K+ 29.77% |
$158K - $165K
|
17.2K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-34.8K- 72.26% |
$1.4M - $1.45M
|
13.4K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-354- 0.79% |
$14.2K - $14.8K
|
44.5K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
55.8K+ 40.41% |
$2.24M - $2.33M
|
194K
$7.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-499- 4.58% |
$20K - $20.8K
|
10.4K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
9+ 0.17% |
$361 - $375
|
5.44K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
455+ 2.97% |
$18.3K - $19K
|
15.8K
$650K
|
|