Institute for Wealth Management, LLC.
Position in HYGV — FlexShares High Yield Value - Scored Bond Index Fund
CIK 1533954
DENVER, CO
All Filings in HYGV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HYGV | $270,685 | 6,757 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 HYGV | $249,746 | 6,131 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 HYGV | $458,350 | 11,125 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 HYGV | $456,376 | 11,123 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 HYGV | $411,835 | 10,199 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 HYGV | $449,391 | 11,047 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 HYGV | $457,356 | 10,977 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 HYGV | $441,572 | 10,930 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 HYGV | $432,312 | 10,516 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 HYGV | $401,792 | 9,831 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 HYGV | $394,419 | 9,920 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 HYGV | $409,616 | 10,129 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 HYGV | $433,530 | 10,644 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 HYGV | $464,571 | 11,658 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 HYGV | $483,386 | 12,366 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 HYGV | $594,298 | 14,714 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 HYGV | $708,325 | 15,292 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 HYGV | $891,960 | 18,207 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 HYGV | $807,607 | 16,204 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 HYGV | $775,707 | 15,477 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 HYGV | $772,159 | 15,591 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 HYGV | $799,788 | 16,282 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 HYGV | $826,119 | 17,766 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 HYGV | $763,430 | 16,984 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 HYGV | $200,466 | 4,893 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||