Purchases and Sales Made in Q2 2025 in Flexshares Morningstar Dev Mkt (TLTD)
This table provides information about the institutional ownership of Flexshares Morningstar Dev Mkt (TLTD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.4K+ 15.87% |
$3.71M - $4.62M
|
404K
$34.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
47.5KNew |
$3.18M - $3.97M
|
47.5K
$4.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
15K+ 415.25% |
$1M - $1.25M
|
18.6K
$1.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.64KNew |
$177K - $221K
|
2.64K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.45KNew |
$164K - $204K
|
2.45K
$207K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.25K+ 23.62% |
$151K - $188K
|
11.8K
$995K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.38K+ 1.08% |
$92.5K - $115K
|
130K
$11M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
556+ 7.09% |
$37.2K - $46.4K
|
8.39K
$710K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
478+ 4.31% |
$32K - $39.9K
|
11.6K
$979K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
385+ 38500.0% |
$25.8K - $32.1K
|
386
$32.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
360New |
$24.1K - $30K
|
360
$30.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
225+ 6.08% |
$15.1K - $18.8K
|
3.93K
$332K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
69+ 1.43% |
$4.62K - $5.76K
|
4.89K
$414K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25New |
$1.67K - $2.09K
|
25
$2.12K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.19% |
$469 - $584
|
3.61K
$306K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
1+ 0.01% |
$67 - $83.5
|
7.19K
$608K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-12- 0.36% |
$804 - $1K
|
3.36K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-242- 4.53% |
$16.2K - $20.2K
|
5.1K
$431K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-281- 25.57% |
$18.8K - $23.5K
|
818
$69.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-857- 4.77% |
$57.4K - $71.5K
|
17.1K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-866- 12.21% |
$58K - $72.3K
|
6.23K
$527K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.37K- 4.32% |
$360K - $448K
|
119K
$10.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-31.9K- 46.83% |
$2.14M - $2.67M
|
36.3K
$3.07M
|