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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-272- 1.9% |
$10.9K - $11.2K
|
14K
$569K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.3KNew |
$855K - $878K
|
21.3K
$864K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.1KNew |
$205K - $211K
|
5.1K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
359+ 2.23% |
$14.4K - $14.8K
|
16.5K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-5.6K- 93.72% |
$225K - $231K
|
375
$15.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.4K- 45.25% |
$217K - $223K
|
6.53K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
12.2KNew |
$492K - $505K
|
12.2K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
131KNew |
$5.26M - $5.4M
|
131K
$5.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
15.7KNew |
$629K - $646K
|
15.7K
$635K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-35- 32.11% |
$1.41K - $1.45K
|
74
$3K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.5K- 40.01% |
$504K - $517K
|
18.8K
$762K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-436- 8.02% |
$17.7K - $18.1K
|
5K
$203K
|
|
|
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
$101K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.88KNew |
$76K - $77.8K
|
1.88K
$76.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
397+ 6.81% |
$16.1K - $16.5K
|
6.22K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$567 - $581
|
14
$568
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-536- 3.73% |
$21.7K - $22.2K
|
13.9K
$562K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
164New |
$6.65K - $6.81K
|
164
$6.66K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.23KNew |
$49.9K - $51.1K
|
1.23K
$50K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
326New |
$13.2K - $13.5K
|
326
$13.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.14KNew |
$246K - $256K
|
6.14K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.8K+ 164.78% |
$514K - $534K
|
20.6K
$835K
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-10K- 1.89% |
$401K - $417K
|
519K
$21.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.01KNew |
$121K - $126K
|
3.01K
$122K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
4.98KNew |
$200K - $207K
|
4.98K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.14KNew |
$246K - $256K
|
6.14K
$249K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69K+ 6277.0% |
$2.77M - $2.88M
|
70.1K
$2.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11+ 0.06% |
$441 - $458
|
18.5K
$750K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-551- 88.16% |
$22.1K - $23K
|
74
$3K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
88New |
$3.51K - $3.58K
|
88
$3.57K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
141New |
$5.63K - $5.74K
|
141
$5.72K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
31New |
$1.24K - $1.26K
|
31
$1.26K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1K+ 40.0% |
$39.9K - $40.7K
|
3.5K
$142K
|
|
| Q1 2024 | |||||||
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-276Closed |
$11.2K - $11.4K
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 22.22% |
$81 - $82.4
|
11
$446
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.1KNew |
$449K - $457K
|
11.1K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.5K- 23.96% |
$586K - $597K
|
46K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36Closed |
$1.46K - $1.48K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20.8K- 96.28% |
$844K - $859K
|
806
$32.7K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-21.5K- 77.76% |
$870K - $886K
|
6.15K
$250K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.81K+ 34.8% |
$73.1K - $74.4K
|
7K
$284K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.79K- 92.67% |
$153K - $156K
|
300
$12.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.5K+ 45.18% |
$871K - $887K
|
69.2K
$2.81M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.9KNew |
$612K - $654K
|
15.9K
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-29- 1.25% |
$1.12K - $1.19K
|
2.3K
$93.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
17.1K+ 23.81% |
$657K - $702K
|
88.7K
$3.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$7.7K - $8.24K
|
200
$8.12K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-600- 57.14% |
$23.1K - $24.7K
|
450
$18.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10New |
$385 - $412
|
10
$406
|
|