Purchases and Sales Made in Q2 2025 in Flexshares Quality Div Defensi (QDEF)
This table provides information about the institutional ownership of Flexshares Quality Div Defensi (QDEF) during Q2 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES QUALITY DIV DEFENSI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.37KNew |
$461K - $546K
|
7.37K
$559K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.18KNew |
$324K - $383K
|
5.18K
$393K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.6K+ 12.12% |
$100K - $119K
|
14.8K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.27K+ 1.91% |
$79.4K - $94K
|
67.6K
$5.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.23K+ 28.98% |
$76.9K - $91.1K
|
5.48K
$415K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
822+ 5.35% |
$51.4K - $60.9K
|
16.2K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
394+ 4.04% |
$24.6K - $29.2K
|
10.2K
$770K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
309+ 0.35% |
$19.3K - $22.9K
|
88.3K
$6.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
238+ 106.73% |
$14.9K - $17.6K
|
461
$35K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
168+ 1.39% |
$10.5K - $12.4K
|
12.2K
$927K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
109+ 3.67% |
$6.81K - $8.07K
|
3.08K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
105New |
$6.56K - $7.78K
|
105
$7.96K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
64+ 0.36% |
$4K - $4.74K
|
18K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
50+ 6.44% |
$3.13K - $3.7K
|
826
$62.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16+ 0.47% |
$1K - $1.18K
|
3.41K
$258K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8+ 0.07% |
$500 - $592
|
11.4K
$862K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.09% |
$250 - $296
|
4.49K
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20- 0.25% |
$1.25K - $1.48K
|
8.04K
$610K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 0.75% |
$6.25K - $7.41K
|
13.2K
$1M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-211- 6.88% |
$13.2K - $15.6K
|
2.85K
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-350- 35.0% |
$21.9K - $25.9K
|
650
$49.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-427- 3.64% |
$26.7K - $31.6K
|
11.3K
$858K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-531- 2.61% |
$33.2K - $39.3K
|
19.8K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-647- 4.18% |
$40.4K - $47.9K
|
14.8K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-717- 8.53% |
$44.8K - $53.1K
|
7.69K
$583K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.13K- 24.98% |
$70.7K - $83.8K
|
3.4K
$258K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.14K- 7.5% |
$71.5K - $84.7K
|
14.1K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.52K- 5.46% |
$94.7K - $112K
|
26.2K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2K- 7.24% |
$125K - $148K
|
25.7K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.47K- 57.85% |
$154K - $183K
|
1.8K
$137K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.7K- 50.93% |
$357K - $422K
|
5.5K
$417K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-24.6K- 86.82% |
$1.54M - $1.82M
|
3.73K
$283K
|