Latest Institutional Transactions on Flexshares Tr Disciplined Dura (MBSD)
This table provides information on the latest institutional transactions involving Flexshares Tr Disciplined Dura (MBSD) 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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23K+ 422.87% |
$460K - $475K
|
28.4K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.6K- 35.73% |
$272K - $281K
|
24.4K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.23KNew |
$24.6K - $25.4K
|
1.23K
$25K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.91K+ 8.56% |
$118K - $122K
|
75K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.7K+ 54.91% |
$1.78M - $1.83M
|
250K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.6K+ 84.74% |
$332K - $342K
|
36.1K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-78.3K- 77.33% |
$1.57M - $1.62M
|
22.9K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10K+ 3.44% |
$201K - $207K
|
302K
$6.14M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-179K- 18.19% |
$3.59M - $3.71M
|
806K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.8K+ 123.69% |
$357K - $369K
|
32.2K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-617- 51.42% |
$12.4K - $12.8K
|
583
$11.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76K+ 6.97% |
$35.2K - $36.4K
|
27K
$550K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
152KNew |
$3.05M - $3.14M
|
152K
$3.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70- 0.51% |
$1.4K - $1.45K
|
13.6K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-23.8K- 47.12% |
$476K - $492K
|
26.7K
$543K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-42- 21.21% |
$841 - $869
|
156
$3.18K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
33K+ 11.09% |
$661K - $683K
|
331K
$6.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
52+ 3.45% |
$1.04K - $1.08K
|
1.56K
$31.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-569- 31.59% |
$11.4K - $11.8K
|
1.23K
$25.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
45.5K+ 17.25% |
$911K - $941K
|
309K
$6.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-10.9K- 68.37% |
$219K - $226K
|
5.06K
$103K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.53K+ 11.42% |
$191K - $197K
|
93K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.7KNew |
$355K - $367K
|
17.7K
$361K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-22.3K- 5.43% |
$448K - $462K
|
389K
$7.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
33+ 0.43% |
$661 - $682
|
7.73K
$157K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.64K- 67.65% |
$154K - $160K
|
3.65K
$74.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.3K- 48.46% |
$267K - $278K
|
14.1K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.2 - $21
|
1
$20.4
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.63K+ 2.32% |
$32.9K - $34.3K
|
71.9K
$1.46M
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
850New |
$17.1K - $17.9K
|
850
$17.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.57K+ 15.31% |
$71.8K - $75.4K
|
26.9K
$547K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
166New |
$3.3K - $3.39K
|
166
$3.38K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 15.92% |
$2.02K - $2.06K
|
528
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.6KNew |
$395K - $404K
|
19.6K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-42- 13.86% |
$848 - $865
|
261
$5.31K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.7KNew |
$297K - $303K
|
14.7K
$299K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.6K- 44.44% |
$31K - $33K
|
2K
$40.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12.6K- 42.85% |
$244K - $260K
|
16.8K
$342K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.8KNew |
$700K - $727K
|
34.8K
$709K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 1.1% |
$158 - $166
|
735
$15K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13New |
$257 - $270
|
13
$265
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.47KNew |
$29.1K - $30.5K
|
1.47K
$29.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
752New |
$14.9K - $15.6K
|
752
$15.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-311- 9.39% |
$6.15K - $6.45K
|
3K
$61.1K
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-14.4K- 27.49% |
$284K - $298K
|
38K
$773K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
670New |
$13.4K - $14.5K
|
670
$13.6K
|
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.4K+ 1.21% |
$27.9K - $30.1K
|
117K
$2.37M
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-242KClosed |
$5.03M - $5.3M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.3KClosed |
$360K - $380K
|
0
$0
|
|