Latest Institutional Transactions on Flexshares Tr Ready Access Var (RAVI)
This table provides information on the latest institutional transactions involving Flexshares Tr Ready Access Var (RAVI) 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, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
207+ 1.86% |
$15.5K - $15.6K
|
11.3K
$856K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
188New |
$14.1K - $14.2K
|
188
$14.2K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$374 - $376
|
5
$377
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-6.18K- 3.29% |
$462K - $465K
|
182K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.03KNew |
$76.7K - $77.1K
|
1.03K
$77.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-190- 52.05% |
$14.2K - $14.3K
|
175
$13.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.3K+ 78.79% |
$172K - $173K
|
5.21K
$393K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-405- 49.09% |
$30.3K - $30.5K
|
420
$31.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-400- 12.47% |
$29.9K - $30.1K
|
2.81K
$212K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.41K+ 38.82% |
$105K - $106K
|
5.04K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.87KNew |
$215K - $216K
|
2.87K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
705New |
$52.7K - $53K
|
705
$53.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.27K- 3.7% |
$245K - $246K
|
85.3K
$6.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
196+ 2.96% |
$14.6K - $14.7K
|
6.83K
$515K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
2.92KNew |
$218K - $219K
|
2.92K
$220K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
3.97KNew |
$297K - $298K
|
3.97K
$300K
|
|
| Q2 2023 | |||||||
|
Oct 01, 2025
Q2 2023
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
700New |
$52.2K - $52.5K
|
700
$52.8K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
68New |
$5.07K - $5.1K
|
68
$5.13K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
910+ 978.49% |
$67.9K - $68.2K
|
1K
$75.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.04K+ 9.49% |
$77.2K - $77.6K
|
11.9K
$901K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
34New |
$2.54K - $2.55K
|
34
$2.57K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
68New |
$5.07K - $5.1K
|
68
$5.13K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.9KNew |
$141K - $142K
|
1.9K
$143K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-4- 40.0% |
$298 - $299
|
6
$453
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
669New |
$49.8K - $50.1K
|
669
$50.5K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9.23KNew |
$687K - $691K
|
9.23K
$696K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.35KNew |
$398K - $400K
|
5.35K
$404K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.03KNew |
$300K - $302K
|
4.03K
$304K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
50New |
$3.72K - $3.74K
|
50
$3.77K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.99KNew |
$221K - $222K
|
2.99K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Valueworks LLC
New York, NY |
BUY
|
- |
2.8KNew |
$207K - $209K
|
2.8K
$211K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
655New |
$48.5K - $48.8K
|
655
$49.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1K- 18.18% |
$74.1K - $74.5K
|
4.5K
$340K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
663New |
$49.1K - $49.4K
|
663
$50K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.72KNew |
$425K - $426K
|
5.72K
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.75KNew |
$204K - $205K
|
2.75K
$207K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-38K- 100.0% |
$2.83M - $2.83M
|
1
$75.5
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5.35KNew |
$397K - $399K
|
5.35K
$403K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
4+ 0.1% |
$297 - $298
|
4.06K
$307K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
351New |
$26.1K - $26.2K
|
351
$26.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.61KClosed |
$484K - $494K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.5KClosed |
$257K - $262K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.58K- 36.4% |
$189K - $193K
|
4.5K
$340K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
530New |
$38.8K - $39.7K
|
530
$40K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-94- 72.31% |
$6.89K - $7.04K
|
36
$2.72K
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
150K+ 414.22% |
$11M - $11.3M
|
187K
$14.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-400Closed |
$29.3K - $29.9K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8+ 0.16% |
$586 - $599
|
4.89K
$369K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-261Closed |
$19.5K - $19.7K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
47.6KNew |
$3.56M - $3.6M
|
47.6K
$3.59M
|
|