Purchases and Sales Made in Q1 2025 in Flexshares Tr (TILT)
This table provides information about the institutional ownership of Flexshares Tr (TILT) during Q1 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-624- 26.09% |
$126K - $141K
|
1.77K
$383K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-654- 2.32% |
$132K - $148K
|
27.5K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-703- 10.14% |
$142K - $159K
|
6.23K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-818- 18.24% |
$165K - $185K
|
3.67K
$794K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-974- 46.07% |
$197K - $220K
|
1.14K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.03K- 8.1% |
$209K - $233K
|
11.7K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.05K- 33.58% |
$212K - $236K
|
2.07K
$448K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.23K- 1.0% |
$248K - $277K
|
122K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.3K- 43.48% |
$262K - $293K
|
1.69K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.31K- 27.43% |
$264K - $295K
|
3.46K
$749K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.38K- 17.78% |
$280K - $313K
|
6.4K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.53K- 27.53% |
$308K - $345K
|
4.02K
$870K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.62K- 1.06% |
$326K - $365K
|
151K
$32.8M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.13K- 4.12% |
$633K - $707K
|
72.8K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.13K- 30.93% |
$1.24M - $1.38M
|
13.7K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.52K- 20.79% |
$1.72M - $1.92M
|
32.4K
$7.02M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-60.2K- 42.45% |
$12.2M - $13.6M
|
81.6K
$17.7M
|