Purchases and Sales Made in Q1 2025 in Flexshares Morningstar Dev Mkt (TLTD)
This table provides information about the institutional ownership of Flexshares Morningstar Dev Mkt (TLTD) during Q1 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES MORNINGSTAR DEV MKT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.84KNew |
$532K - $606K
|
7.84K
$604K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.37KNew |
$229K - $261K
|
3.37K
$260K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14New |
$950 - $1.08K
|
14
$1.08K
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-14- 1.26% |
$950 - $1.08K
|
1.1K
$84.7K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-27- 12.62% |
$1.83K - $2.09K
|
187
$14.4K
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-237- 3.19% |
$16.1K - $18.3K
|
7.19K
$554K
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.73K- 2.09% |
$185K - $211K
|
128K
$9.88M
|