Purchases and Sales Made in Q4 2024 in Flexshares Quality Div Defensi (QDEF)
This table provides information about the institutional ownership of Flexshares Quality Div Defensi (QDEF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
20.5KNew |
$1.44M - $1.51M
|
20.5K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.41K+ 3.9% |
$169K - $177K
|
64.1K
$4.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.42KNew |
$99.9K - $105K
|
1.42K
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
176+ 0.63% |
$12.4K - $13K
|
28.2K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
30+ 0.26% |
$2.11K - $2.21K
|
11.7K
$839K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11+ 0.1% |
$772 - $811
|
11.5K
$824K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.66% |
$281 - $295
|
610
$43.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$70.2 - $73.7
|
6.68K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-110- 0.71% |
$7.72K - $8.11K
|
15.3K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 21.79% |
$21.1K - $22.1K
|
1.08K
$77.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-500- 7.6% |
$35.1K - $36.9K
|
6.08K
$435K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.12K- 9.05% |
$78.3K - $82.2K
|
11.2K
$802K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.41K- 4.56% |
$98.9K - $104K
|
29.5K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.89K- 2.07% |
$133K - $139K
|
89.6K
$6.42M
|