Purchases and Sales Made in Q1 2025 in Flexshares Tr Morningstar Emer (TLTE)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Emer (TLTE) during Q1 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES TR MORNINGSTAR EMER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
131K+ 3.92% |
$6.5M - $7.14M
|
3.47M
$194M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
33.1KNew |
$1.64M - $1.8M
|
33.1K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.17K+ 12.4% |
$355K - $390K
|
65K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
7.14K+ 87.27% |
$354K - $389K
|
15.3K
$855K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.97K+ 2.61% |
$296K - $325K
|
235K
$13.1M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.59K+ 8924.14% |
$128K - $141K
|
2.62K
$146K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.64K+ 13.84% |
$81.3K - $89.4K
|
13.5K
$753K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.53K+ 22.8% |
$75.7K - $83.2K
|
8.23K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.37K+ 854.37% |
$67.7K - $74.4K
|
1.53K
$85.1K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
826+ 3.48% |
$40.9K - $45K
|
24.6K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
821+ 19.99% |
$40.7K - $44.7K
|
4.93K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
360+ 5.74% |
$17.8K - $19.6K
|
6.63K
$370K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
118+ 157.33% |
$5.85K - $6.43K
|
193
$10.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
92+ 6.44% |
$4.56K - $5.01K
|
1.52K
$84.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
63+ 5.21% |
$3.12K - $3.43K
|
1.27K
$70.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$248 - $272
|
5
$279
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-10- 2.97% |
$495 - $545
|
327
$18.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-90- 7.49% |
$4.46K - $4.9K
|
1.11K
$62K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-215- 1.12% |
$10.7K - $11.7K
|
18.9K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-300- 1.54% |
$14.9K - $16.3K
|
19.2K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-333- 3.33% |
$16.5K - $18.1K
|
9.67K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-495- 3.02% |
$24.5K - $27K
|
15.9K
$885K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-703- 61.02% |
$34.8K - $38.3K
|
449
$25K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-767- 2.96% |
$38K - $41.8K
|
25.2K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.42K- 21.22% |
$70.1K - $77K
|
5.25K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.43K- 23.65% |
$120K - $132K
|
7.85K
$437K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.59K- 98.89% |
$128K - $141K
|
29
$1.62K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.53K- 73.84% |
$274K - $301K
|
1.96K
$109K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.75K- 26.68% |
$285K - $313K
|
15.8K
$881K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.14K- 23.81% |
$304K - $334K
|
19.6K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.8K- 38.42% |
$337K - $370K
|
10.9K
$608K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-9.03K- 52.46% |
$447K - $492K
|
8.19K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-34.3K- 87.62% |
$1.7M - $1.87M
|
4.85K
$270K
|