Purchases and Sales Made in Q2 2025 in Flexshares Us Quality Low Vola (QLV)
This table provides information about the institutional ownership of Flexshares Us Quality Low Vola (QLV) during Q2 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES US QUALITY LOW VOLA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 39.56% |
$6.61M - $7.56M
|
392K
$28M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
33.2KNew |
$1.98M - $2.26M
|
33.2K
$2.37M
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12.7KNew |
$755K - $864K
|
12.7K
$907K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 194.03% |
$598K - $684K
|
15.2K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.61KNew |
$394K - $450K
|
6.61K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.36K+ 4.37% |
$379K - $433K
|
152K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.79KNew |
$344K - $394K
|
5.79K
$413K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.03KNew |
$299K - $342K
|
5.03K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.26K+ 42.8% |
$194K - $222K
|
10.9K
$777K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.86K+ 25.31% |
$170K - $194K
|
14.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
889New |
$52.9K - $60.5K
|
889
$63.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
648+ 6.89% |
$38.6K - $44.1K
|
10.1K
$718K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
214+ 7.68% |
$12.7K - $14.6K
|
3K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
27+ 0.75% |
$1.61K - $1.84K
|
3.62K
$258K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23+ 0.28% |
$1.37K - $1.57K
|
8.33K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$59.5 - $68.1
|
14.3K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-33- 13.2% |
$1.96K - $2.25K
|
217
$15.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-42- 0.86% |
$2.5K - $2.86K
|
4.84K
$346K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48- 0.08% |
$2.86K - $3.27K
|
60.5K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-73- 0.69% |
$4.35K - $4.97K
|
10.5K
$747K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-155- 0.33% |
$9.23K - $10.6K
|
46.4K
$3.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-182- 1.78% |
$10.8K - $12.4K
|
10.1K
$718K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-271- 1.78% |
$16.1K - $18.5K
|
15K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-384- 6.33% |
$22.9K - $26.2K
|
5.68K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-527- 3.93% |
$31.4K - $35.9K
|
12.9K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.65K- 0.51% |
$98.2K - $112K
|
324K
$23.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.7K- 11.72% |
$101K - $116K
|
12.8K
$914K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.09K- 19.23% |
$124K - $142K
|
8.78K
$627K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.15K- 10.56% |
$128K - $146K
|
18.2K
$1.3M
|