Latest Institutional Transactions on Flexshares Tr Credit Scored Us (SKOR)
This table provides information on the latest institutional transactions involving Flexshares Tr Credit Scored Us (SKOR) 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, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.25KNew |
$248K - $258K
|
5.25K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.55KNew |
$215K - $224K
|
4.55K
$220K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.19K+ 25.55% |
$103K - $108K
|
10.7K
$519K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
147New |
$6.87K - $7.01K
|
147
$7.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.35KNew |
$250K - $255K
|
5.35K
$259K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.09KNew |
$51K - $52.1K
|
1.09K
$52.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.39KNew |
$64.8K - $66.2K
|
1.39K
$67K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8New |
$379 - $385
|
8
$386
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-88Closed |
$4.17K - $4.23K
|
0
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.19KNew |
$198K - $201K
|
4.19K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
83+ 5.8% |
$3.93K - $3.99K
|
1.51K
$73.1K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.2K+ 237.86% |
$1.29M - $1.31M
|
38.6K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.71K- 90.7% |
$128K - $130K
|
278
$13.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-946- 13.66% |
$44.8K - $45.5K
|
5.98K
$289K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.6KNew |
$706K - $751K
|
15.6K
$755K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.34K+ 27.89% |
$105K - $112K
|
10.7K
$517K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
76New |
$3.43K - $3.65K
|
76
$3.67K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7KNew |
$327K - $334K
|
7K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23+ 0.44% |
$1.07K - $1.1K
|
5.2K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
17+ 0.28% |
$794 - $811
|
6.1K
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.19K- 91.38% |
$102K - $105K
|
207
$10K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.1KNew |
$285K - $291K
|
6.1K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
600New |
$28K - $28.6K
|
600
$29K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.9KNew |
$790K - $807K
|
16.9K
$817K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
993New |
$45.9K - $47.6K
|
993
$48K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-6.17K- 54.45% |
$285K - $296K
|
5.16K
$249K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.46KNew |
$299K - $310K
|
6.46K
$312K
|
|
| Q4 2022 | |||||||
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
101New |
$4.52K - $4.76K
|
101
$4.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-842- 50.0% |
$37.7K - $39.7K
|
842
$40.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-364- 5.01% |
$16.3K - $17.2K
|
6.91K
$334K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.56K- 9.97% |
$115K - $121K
|
23.1K
$1.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
20.1K+ 1.71% |
$899K - $948K
|
1.19M
$57.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-698- 99.29% |
$31.2K - $32.9K
|
5
$242
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
453New |
$20.5K - $22K
|
453
$21.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
970+ 32.01% |
$44K - $47.1K
|
4K
$193K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
727New |
$33K - $35.3K
|
727
$35.1K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.5KNew |
$1.01M - $1.08M
|
20.5K
$989K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.8KClosed |
$237K - $253K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
161New |
$7.96K - $8.47K
|
161
$7.78K
|
|
| Q4 2021 | |||||||
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-4.22KClosed |
$222K - $228K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-99Closed |
$5.29K - $5.37K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.36KClosed |
$183K - $186K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.5KClosed |
$679K - $689K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-20Closed |
$1.01K - $1.09K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-108Closed |
$4.88K - $5.81K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-172Closed |
$7.78K - $9.26K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 06, 2018
Q3 2018
|
Lincoln National Corp
|
SELL
|
- |
-5.34KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.63KClosed |
N/A
|
0
$0
|
|