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 |
|---|---|---|---|---|---|---|---|
|
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 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-5.04KClosed |
$369K - $377K
|
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
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
103+ 2.33% |
$7.55K - $7.71K
|
4.53K
$342K
|
|
| 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
$3.6M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.91KClosed |
$217K - $220K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20Closed |
$1.49K - $1.51K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.69KClosed |
$201K - $203K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$207K - $209K
|
2.77K
$209K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-73Closed |
$5.51K - $5.56K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-994Closed |
$75.7K - $75.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.3KClosed |
$99K - $99.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-8.65KClosed |
$658K - $659K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
30New |
$2.28K - $2.29K
|
30
$2.27K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-13.2KClosed |
$1.01M - $1.01M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
250New |
$19K - $19.1K
|
250
$18.9K
|
|
|
May 12, 2021
Q1 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.29KNew |
$250K - $251K
|
3.29K
$248K
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-198Closed |
$15.1K - $15.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2Closed |
$152 - $153
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.16KClosed |
$317K - $318K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
SELL
|
- |
-7.35KClosed |
$559K - $561K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-207Closed |
$15.8K - $15.8K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-61.2KClosed |
$4.67M - $4.68M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100Closed |
$7.62K - $7.64K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 22, 2020
Q2 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.66KClosed |
$272K - $280K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 22, 2020
Q1 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3KClosed |
$220K - $228K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-17.3KClosed |
$1.26M - $1.31M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.44KClosed |
$398K - $414K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Fluent Financial, LLC
|
SELL
|
- |
-3.17KClosed |
$232K - $241K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
500+ 18.84% |
$37.8K - $38K
|
3.15K
$238K
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-200Closed |
$15.1K - $15.2K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.04KNew |
$306K - $307K
|
4.04K
$305K
|
|
| Q2 2019 | |||||||
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-22Closed |
$1.66K - $1.67K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.21KClosed |
$90.9K - $91.4K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.98KClosed |
$448K - $452K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-213Closed |
$16K - $16.1K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Mar 24, 2023
Q4 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-894- 89.4% |
$67K - $67.5K
|
106
$8.01K
|
|
|
Feb 11, 2019
Q4 2018
|
Bridges Investment Management Inc
|
SELL
|
- |
-6.5KClosed |
$487K - $491K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-32.7KClosed |
$2.46M - $2.47M
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Creative Financial Designs Inc
|
SELL
|
- |
-531Closed |
$40K - $40.2K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-31.7KClosed |
$2.38M - $2.39M
|
0
$0
|
|