Purchases and Sales Made in Q2 2025 in Flexshares Tr Morningstar Emer (TLTE)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Emer (TLTE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
105KNew |
$4.91M - $6.14M
|
105K
$6.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.74KNew |
$316K - $395K
|
6.74K
$405K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15New |
$703 - $879
|
15
$903
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-575- 8.68% |
$27K - $33.7K
|
6.05K
$364K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-660- 4.89% |
$30.9K - $38.7K
|
12.8K
$773K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-879- 5.73% |
$41.2K - $51.5K
|
14.5K
$870K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.54K- 8.12% |
$72.1K - $90.2K
|
17.4K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.84K- 23.43% |
$86.2K - $108K
|
6.01K
$362K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-10.4K- 52.75% |
$486K - $607K
|
9.28K
$558K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32K- 13.62% |
$1.5M - $1.88M
|
203K
$12.2M
|