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Flexshares Real Assets Allocation Index Fund (ASET) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Flexshares Real Assets Allocation Index Fund (NASDAQ:ASET)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.96M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.73M
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ASET Institutional Buying and Selling by Quarter

Flexshares Real Assets Allocation Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024Strid Group LLC8,646$269K0.0%-58.1%2.470%
4/15/2024 Wealthcare Advisory Partners LLC10,498$327K0.0%-79.9%3.281%
4/8/2024 Bath Savings Trust Co6,700$208K0.0%N/A1.914%
2/6/2024 Wealthcare Advisory Partners LLC52,332$1.61M0.1%-9.2%9.515%
1/31/2024Strid Group LLC20,636$633K0.1%+134.1%3.752%
11/13/2023Kestra Advisory Services LLC11,931$339K0.0%-5.2%1.989%
10/12/2023 Wealthcare Advisory Partners LLC57,626$1.64M0.1%-8.3%9.604%
10/10/2023Strid Group LLC8,816$251K0.1%+7.4%1.469%
8/2/2023Bank of Montreal Can4,402$134K0.0%N/A0.677%
7/25/2023Strid Group LLC8,210$245K0.1%-48.3%1.263%
7/17/2023 Wealthcare Advisory Partners LLC62,844$1.88M0.1%-5.0%9.668%
5/4/2023 Wealthcare Advisory Partners LLC66,144$2.00M0.1%+42.8%9.449%
5/4/2023Fi3 FINANCIAL ADVISORS LLC35,979$1.09M0.6%-15.6%5.140%
4/24/2023 Fifth Third Bancorp1,030$31K0.0%+194.3%0.147%
2/13/2023 Wealthcare Advisory Partners LLC46,307$1.39M0.1%N/A5.788%
2/10/2023Advisor Group Holdings Inc.70,692$2.12M0.0%+17.3%8.837%
2/7/2023Envestnet Asset Management Inc.8,480$254K0.0%N/A1.060%
2/6/2023Fi3 FINANCIAL ADVISORS LLC42,606$1.28M0.7%N/A5.326%
2/2/2023Dearborn Partners LLC7,688$231K0.0%-28.9%0.961%
1/31/2023Kestra Advisory Services LLC18,251$547K0.0%+48.0%2.281%
11/15/2022Sowell Financial Services LLC10,453$284K0.0%N/A1.045%
11/4/2022 Legacy CG LLC329,935$8.96M5.9%+1.5%32.994%
10/12/2022Strid Group LLC15,829$430K0.1%N/A1.583%
7/20/2022Dearborn Partners LLC12,000$363K0.0%+45.5%1.176%
5/4/2022Dearborn Partners LLC8,250$292K0.0%N/A0.524%
5/4/2022 Legacy CG LLC325,150$11.49M7.5%N/A20.644%
4/26/2022Kestra Advisory Services LLC10,439$369K0.0%N/A0.663%
2/9/2022Sowell Financial Services LLC23,156$791K0.0%+19.1%1.930%
2/7/2022Concourse Financial Group Securities Inc.11,560$395K0.0%+25.8%0.963%
2/1/2022 Fifth Third Bancorp2,150$73K0.0%-39.0%0.179%
11/9/2021Concourse Financial Group Securities Inc.9,186$295K0.0%+6.7%1.021%
11/4/2021Sowell Financial Services LLC19,440$625K0.0%+12.6%2.160%
10/15/2021 Fifth Third Bancorp3,525$113K0.0%N/A0.381%
8/12/2021 Strategic Blueprint LLC3,850$128K0.0%N/A0.416%
8/5/2021Sowell Financial Services LLC17,259$573K0.0%+49.6%1.866%
5/17/2021Royal Bank of Canada21,517$680K0.0%-9.8%8.607%
5/13/2021Proequities Inc.8,411$264K0.0%+4.4%3.738%
5/7/2021Sowell Financial Services LLC11,538$389K0.0%N/A5.128%
2/17/2021Jane Street Group LLC33,378$987K0.0%N/A19.073%
8/17/2020Jane Street Group LLC71,270$1.84M0.0%+40.4%23.757%
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8/14/2020Advisor Group Holdings Inc.1,574$40K0.0%-89.8%0.525%
7/31/2020UBS Group AG3,001$77K0.0%-38.3%1.000%
6/16/2020Royal Bank of Canada48,895$1.13M0.0%-30.0%13.970%
5/18/2020Advisor Group Holdings Inc.15,388$356K0.0%N/A4.397%
5/15/2020Jane Street Group LLC50,767$1.18M0.0%+478.0%14.505%
5/11/2020Summit Wealth & Retirement Planning Inc.35,439$822K0.4%+8.0%10.125%
5/1/2020UBS Group AG4,867$113K0.0%N/A1.391%
4/23/2020Envestnet Asset Management Inc.16,638$386K0.0%+2.8%4.754%
(Data available from 1/1/2016 forward)

ASET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ASET shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Flexshares Real Assets Allocation Index Fund. The most heavily invested institutionals were Legacy CG LLC ($8.96M), Advisor Group Holdings Inc. ($2.12M), Fi3 FINANCIAL ADVISORS LLC ($1.09M), Kestra Advisory Services LLC ($339K), Wealthcare Advisory Partners LLC ($327K), Sowell Financial Services LLC ($284K), and Strid Group LLC ($269K).Learn more on ASET's institutional investors.

Which institutional investors have been buying Flexshares Real Assets Allocation Index Fund stock?

Of the 12 institutional investors that purchased Flexshares Real Assets Allocation Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Legacy CG LLC ($330.15K), Wealthcare Advisory Partners LLC ($66.14K), Fi3 FINANCIAL ADVISORS LLC ($42.61K), Strid Group LLC ($28.26K), Kestra Advisory Services LLC ($16.36K), Dearborn Partners LLC ($12K), and Sowell Financial Services LLC ($10.45K).

How much institutional buying is happening at Flexshares Real Assets Allocation Index Fund?

Institutional investors have bought a total of 536,670 shares in the last 24 months. This purchase volume represents approximately $35.01M in transactions.

Which Flexshares Real Assets Allocation Index Fund major shareholders have been selling company stock?

The following institutional investors have sold Flexshares Real Assets Allocation Index Fund stock in the last 24 months: Wealthcare Advisory Partners LLC ($55.65K), Strid Group LLC ($19.66K), Fi3 FINANCIAL ADVISORS LLC ($6.63K), Dearborn Partners LLC ($3.13K), and Kestra Advisory Services LLC ($651.00).

How much institutional selling is happening at Flexshares Real Assets Allocation Index Fund?

Institutional investors have sold a total of 85,714 shares in the last 24 months. This volume of shares sold represents approximately $2.92M in transactions.


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This page (NASDAQ:ASET) was last updated on 4/25/2024 by MarketBeat.com Staff

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