Purchases and Sales Made in Q1 2025 in Flexshares Tr Disciplined Dura (MBSD)
This table provides information about the institutional ownership of Flexshares Tr Disciplined Dura (MBSD) during Q1 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES TR DISCIPLINED DURA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
152KNew |
$3.05M - $3.14M
|
152K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.7K+ 54.91% |
$1.78M - $1.83M
|
250K
$5.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
45.5K+ 17.25% |
$911K - $941K
|
309K
$6.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
33K+ 11.09% |
$661K - $683K
|
331K
$6.73M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23K+ 422.87% |
$460K - $475K
|
28.4K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.8K+ 123.69% |
$357K - $369K
|
32.2K
$657K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.7KNew |
$355K - $367K
|
17.7K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.6K+ 84.74% |
$332K - $342K
|
36.1K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10K+ 3.44% |
$201K - $207K
|
302K
$6.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.53K+ 11.42% |
$191K - $197K
|
93K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.94K+ 236.78% |
$159K - $164K
|
11.3K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.91K+ 8.56% |
$118K - $122K
|
75K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76K+ 6.97% |
$35.2K - $36.4K
|
27K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.23KNew |
$24.6K - $25.4K
|
1.23K
$25K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
52+ 3.45% |
$1.04K - $1.08K
|
1.56K
$31.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
33+ 0.43% |
$661 - $682
|
7.73K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-42- 21.21% |
$841 - $869
|
156
$3.18K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70- 0.51% |
$1.4K - $1.45K
|
13.6K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-569- 31.59% |
$11.4K - $11.8K
|
1.23K
$25.1K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-617- 51.42% |
$12.4K - $12.8K
|
583
$11.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-10.9K- 68.37% |
$219K - $226K
|
5.06K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.6K- 35.73% |
$272K - $281K
|
24.4K
$497K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-21.7K- 79.97% |
$435K - $449K
|
5.44K
$111K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-22.3K- 5.43% |
$448K - $462K
|
389K
$7.92M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-23.8K- 47.12% |
$476K - $492K
|
26.7K
$543K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-78.3K- 77.33% |
$1.57M - $1.62M
|
22.9K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-179K- 18.19% |
$3.59M - $3.71M
|
806K
$16.4M
|