Purchases and Sales Made in Q4 2024 in Flexshares Tr Disciplined Dura (MBSD)
This table provides information about the institutional ownership of Flexshares Tr Disciplined Dura (MBSD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
986KNew |
$19.9M - $20.7M
|
986K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
64.9K+ 178.33% |
$1.31M - $1.36M
|
101K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.5K+ 12.95% |
$373K - $388K
|
161K
$3.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.7K+ 138.11% |
$318K - $330K
|
27.1K
$558K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.4KNew |
$291K - $302K
|
14.4K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
12.2K+ 4.29% |
$247K - $257K
|
298K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.2K+ 8.14% |
$105K - $109K
|
69.1K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.24K+ 20.2% |
$85.5K - $89K
|
25.2K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.77K+ 16.48% |
$55.8K - $58K
|
19.5K
$402K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.63K+ 2.32% |
$32.9K - $34.3K
|
71.9K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
759+ 1.53% |
$15.3K - $15.9K
|
50.5K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
142+ 1.88% |
$2.86K - $2.98K
|
7.7K
$158K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
128+ 7.65% |
$2.58K - $2.69K
|
1.8K
$37K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 1.48% |
$444 - $462
|
1.51K
$31K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.2 - $21
|
1
$20.6
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$20.2 - $21
|
1.2K
$24.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-141- 1.02% |
$2.84K - $2.96K
|
13.7K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-179- 47.48% |
$3.61K - $3.76K
|
198
$4.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.09K- 9.72% |
$82.5K - $85.8K
|
38K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.65K- 1.57% |
$93.7K - $97.5K
|
292K
$5.99M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-5.55K- 1.33% |
$112K - $116K
|
412K
$8.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.3K- 48.46% |
$267K - $278K
|
14.1K
$290K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-20.9K- 7.35% |
$422K - $439K
|
264K
$5.42M
|