Purchases and Sales Made in Q4 2024 in Flexshares Us Quality Low Vola (QLV)
This table provides information about the institutional ownership of Flexshares Us Quality Low Vola (QLV) during Q4 2024. The information is specifically focused on institutions that hold shares of FLEXSHARES US QUALITY LOW VOLA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.3KNew |
$736K - $771K
|
11.3K
$750K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.74K+ 6.45% |
$113K - $119K
|
28.7K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
299+ 4.88% |
$19.5K - $20.4K
|
6.42K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-37- 0.24% |
$2.41K - $2.53K
|
15.3K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-333- 8.48% |
$21.7K - $22.7K
|
3.6K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-350- 7.78% |
$22.8K - $23.9K
|
4.15K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.5K- 12.17% |
$228K - $239K
|
25.3K
$1.68M
|