Latest Institutional Transactions on Flexshares Tr (TILT)
This table provides information on the latest institutional transactions involving Flexshares Tr (TILT) 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-95- 3.13% |
$20K - $21.6K
|
2.94K
$641K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.95K- 4.94% |
$831K - $898K
|
76K
$16.6M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-705- 3.32% |
$148K - $160K
|
20.5K
$4.48M
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
287+ 2.01% |
$60.4K - $65.3K
|
14.6K
$3.18M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.05KNew |
$430K - $465K
|
2.05K
$447K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.3% |
$210 - $227
|
338
$73.8K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
50New |
$10.5K - $11.4K
|
50
$10.9K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-707- 16.53% |
$149K - $161K
|
3.57K
$780K
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-251- 8.71% |
$52.8K - $57.1K
|
2.63K
$575K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
121New |
$23.3K - $25.8K
|
121
$26.4K
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-244- 1.69% |
$47K - $51.9K
|
14.2K
$3.11M
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4+ 0.17% |
$771 - $851
|
2.39K
$521K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.19K+ 118.29% |
$422K - $467K
|
4.05K
$884K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.26K+ 587.98% |
$1.21M - $1.33M
|
7.33K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-882- 32.67% |
$170K - $188K
|
1.82K
$397K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-136- 10.37% |
$26.2K - $28.9K
|
1.18K
$257K
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-136- 10.37% |
$26.2K - $28.9K
|
1.18K
$257K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-300- 18.0% |
$57.8K - $63.9K
|
1.37K
$299K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.54K- 87.35% |
$287K - $309K
|
223
$48.7K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30New |
$5.59K - $6.02K
|
30
$6.55K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.61KNew |
$672K - $723K
|
3.61K
$787K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7- 0.73% |
$1.3K - $1.4K
|
949
$207K
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
29+ 0.28% |
$5.4K - $5.82K
|
10.5K
$2.3M
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
823New |
$153K - $165K
|
823
$180K
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-413- 27.01% |
$77K - $82.9K
|
1.12K
$244K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-140- 4.72% |
$26.1K - $28.1K
|
2.83K
$617K
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-243- 50.0% |
$45.3K - $48.8K
|
243
$53.1K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
41New |
$7.64K - $8.23K
|
41
$8.96K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-18.1K- 71.83% |
$3.23M - $3.58M
|
7.08K
$1.55M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.01KNew |
$538K - $597K
|
3.01K
$657K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-400- 10.85% |
$71.5K - $79.4K
|
3.29K
$718K
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-9- 0.18% |
$1.61K - $1.79K
|
5.12K
$1.12M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21Closed |
$3.75K - $4.17K
|
0
$0
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
68+ 1133.33% |
$12.2K - $13.5K
|
74
$16.2K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45New |
$8.04K - $8.93K
|
45
$9.83K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-528- 7.42% |
$94.4K - $105K
|
6.59K
$1.44M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.5KNew |
$231K - $275K
|
1.5K
$328K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.48KNew |
$228K - $272K
|
1.48K
$323K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.8KNew |
$278K - $330K
|
1.8K
$393K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
175New |
$27K - $32.1K
|
175
$38.2K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
732New |
$113K - $134K
|
732
$160K
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-29- 1.49% |
$4.47K - $5.32K
|
1.92K
$418K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-89- 2.83% |
$13.7K - $16.3K
|
3.05K
$667K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$6.17K - $7.34K
|
40
$8.74K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.51KNew |
$233K - $277K
|
1.51K
$330K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17New |
$2.75K - $2.99K
|
17
$3.71K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.9KNew |
$469K - $510K
|
2.9K
$633K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.77KNew |
$934K - $1.02M
|
5.77K
$1.26M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.78K- 79.55% |
$1.26M - $1.37M
|
2K
$437K
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.24KNew |
$686K - $746K
|
4.24K
$927K
|