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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
143K+ 4.43% |
$8.96M - $10.6M
|
3.38M
$269M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59.8K+ 551.52% |
$3.74M - $4.43M
|
70.6K
$5.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
49.1K+ 4554.87% |
$3.07M - $3.63M
|
50.1K
$3.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.1K+ 8.63% |
$816K - $967K
|
165K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.5K+ 20.64% |
$531K - $629K
|
49.7K
$3.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.37KNew |
$461K - $546K
|
7.37K
$586K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.18KNew |
$324K - $383K
|
5.18K
$412K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.5K+ 50.89% |
$281K - $333K
|
13.4K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.36K+ 6.54% |
$210K - $249K
|
54.7K
$4.35M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
2.97KNew |
$186K - $220K
|
2.97K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.93KNew |
$183K - $217K
|
2.93K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.77K+ 4.98% |
$111K - $131K
|
37.4K
$2.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.6K+ 12.12% |
$100K - $119K
|
14.8K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.57K+ 7.12% |
$97.9K - $116K
|
23.6K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.36K+ 17.4% |
$84.7K - $100K
|
9.14K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.28K+ 5.26% |
$79.8K - $94.5K
|
25.6K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.27K+ 1.91% |
$79.4K - $94K
|
67.6K
$5.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.27K+ 4.5% |
$79.4K - $94K
|
29.5K
$2.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.23K+ 28.98% |
$76.9K - $91.1K
|
5.48K
$435K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
822+ 5.35% |
$51.4K - $60.9K
|
16.2K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
814+ 10.91% |
$50.9K - $60.3K
|
8.28K
$658K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
432+ 5.13% |
$27K - $32K
|
8.85K
$704K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
394+ 4.04% |
$24.6K - $29.2K
|
10.2K
$808K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
359+ 7.56% |
$22.4K - $26.6K
|
5.11K
$406K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
309+ 0.35% |
$19.3K - $22.9K
|
88.3K
$7.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
238+ 106.73% |
$14.9K - $17.6K
|
461
$36.7K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
232+ 1.8% |
$14.5K - $17.2K
|
13.1K
$1.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
168+ 1.39% |
$10.5K - $12.4K
|
12.2K
$972K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
125+ 4.48% |
$7.81K - $9.26K
|
2.91K
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
109+ 3.67% |
$6.81K - $8.07K
|
3.08K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
105New |
$6.56K - $7.78K
|
105
$8.35K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
64+ 0.36% |
$4K - $4.74K
|
18K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
50+ 6.44% |
$3.13K - $3.7K
|
826
$65.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16+ 0.47% |
$1K - $1.18K
|
3.41K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8+ 0.07% |
$500 - $592
|
11.4K
$903K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.09% |
$250 - $296
|
4.49K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$62.5 - $74.1
|
10.8K
$861K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$62.5 - $74.1
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20- 0.25% |
$1.25K - $1.48K
|
8.04K
$639K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 0.75% |
$6.25K - $7.41K
|
13.2K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-211- 6.88% |
$13.2K - $15.6K
|
2.85K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-230- 2.73% |
$14.4K - $17K
|
8.19K
$651K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-350- 35.0% |
$21.9K - $25.9K
|
650
$51.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-411- 42.28% |
$25.7K - $30.4K
|
561
$44.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-427- 3.64% |
$26.7K - $31.6K
|
11.3K
$900K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-531- 2.61% |
$33.2K - $39.3K
|
19.8K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-647- 4.18% |
$40.4K - $47.9K
|
14.8K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-717- 8.53% |
$44.8K - $53.1K
|
7.69K
$611K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-719- 11.12% |
$44.9K - $53.2K
|
5.74K
$457K
|