Latest Institutional Transactions on Flexshares International Quali (IQDY)
This table provides information on the latest institutional transactions involving Flexshares International Quali (IQDY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-71.7K- 31.31% |
$1.98M - $2.26M
|
157K
$4.53M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-914- 10.71% |
$25.2K - $28.8K
|
7.62K
$220K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
93+ 0.07% |
$2.57K - $2.93K
|
124K
$3.58M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 62.26% |
$282K - $322K
|
26.6K
$767K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.94K+ 5.26% |
$109K - $124K
|
78.9K
$2.27M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
73+ 0.95% |
$2.02K - $2.3K
|
7.73K
$223K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.22K+ 4.04% |
$61.3K - $70K
|
57.2K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45.1K+ 182.15% |
$1.24M - $1.42M
|
69.8K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9K+ 26.14% |
$327K - $374K
|
57.2K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
539+ 3.21% |
$14.9K - $17K
|
17.4K
$500K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.37K- 8.17% |
$37.8K - $43.1K
|
15.4K
$443K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-349- 99.71% |
$9.64K - $11K
|
1
$28.8
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14+ 0.73% |
$387 - $441
|
1.94K
$56K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.7K+ 0.86% |
$74.5K - $85.1K
|
318K
$9.15M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.87K+ 2.53% |
$79.4K - $90.6K
|
116K
$3.35M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
540+ 4.91% |
$14.9K - $17K
|
11.5K
$332K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.66K+ 2.62% |
$45.7K - $52.2K
|
64.8K
$1.87M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13New |
$359 - $410
|
13
$375
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-85- 0.08% |
$2.35K - $2.68K
|
103K
$2.96M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
992+ 5.52% |
$27.4K - $31.3K
|
19K
$546K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
653+ 1.85% |
$18K - $20.6K
|
36K
$1.04M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12- 0.83% |
$331 - $378
|
1.43K
$41.3K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.26K- 9.58% |
$34.8K - $39.7K
|
11.9K
$343K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.12K+ 14.85% |
$30.8K - $35.2K
|
8.63K
$249K
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-12- 0.12% |
$331 - $378
|
10.4K
$299K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-221Closed |
$6.14K - $6.72K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-361- 3.03% |
$10K - $11K
|
11.6K
$333K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-104K- 92.92% |
$2.9M - $3.17M
|
7.95K
$229K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.2KNew |
$478K - $523K
|
17.2K
$495K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$13.9K - $15.2K
|
500
$14.4K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
183New |
$5.09K - $5.57K
|
183
$5.27K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11K- 15.22% |
$291K - $320K
|
61.1K
$1.76M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-400- 7.53% |
$10.6K - $11.7K
|
4.91K
$142K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
323+ 1.76% |
$7.78K - $9.05K
|
18.7K
$538K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.37KNew |
$57K - $66.3K
|
2.37K
$68.2K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.1K- 1.62% |
$26.4K - $30.7K
|
66.5K
$1.91M
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-26.8K- 26.1% |
$645K - $750K
|
75.8K
$2.18M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
777New |
$19.4K - $21.5K
|
777
$22.4K
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.5K- 32.33% |
$373K - $400K
|
30.3K
$873K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47.2K+ 122.42% |
$1.15M - $1.29M
|
85.8K
$2.47M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 0.13% |
$48.7 - $54.4
|
1.58K
$45.6K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-650- 10.19% |
$15.8K - $17.7K
|
5.73K
$165K
|
|
Q3 2022 | |||||||
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-101KClosed |
$2.03M - $2.53M
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.68K- 22.33% |
$74.2K - $92.7K
|
12.8K
$369K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-288- 22.41% |
$5.81K - $7.25K
|
997
$28.7K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.23K- 98.86% |
$98.8K - $123K
|
49
$1.41K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
80New |
$1.87K - $2.33K
|
80
$2.3K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.1KClosed |
$352K - $439K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.03K- 39.34% |
$47.4K - $59K
|
3.13K
$90.2K
|