Purchases and Sales Made in Q2 2025 in Flexshares Tr Disciplined Dura (MBSD)
This table provides information about the institutional ownership of Flexshares Tr Disciplined Dura (MBSD) during Q2 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES TR DISCIPLINED DURA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
81.1K+ 53.32% |
$1.64M - $1.69M
|
233K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.4K+ 306.79% |
$1.43M - $1.47M
|
93.3K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
27.1K+ 3.37% |
$551K - $565K
|
834K
$17.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22K+ 8.79% |
$446K - $458K
|
272K
$5.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
18.4K+ 5.56% |
$373K - $383K
|
349K
$7.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.3K+ 103.04% |
$371K - $380K
|
36K
$751K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.8KNew |
$301K - $309K
|
14.8K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 94.94% |
$262K - $269K
|
26.5K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.4K+ 31.46% |
$230K - $236K
|
47.5K
$990K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.73K+ 129.46% |
$95.9K - $98.4K
|
8.38K
$175K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.13K+ 11.71% |
$63.4K - $65.1K
|
29.8K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2K+ 162.6% |
$40.6K - $41.6K
|
3.23K
$67.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
385+ 4.98% |
$7.81K - $8.02K
|
8.11K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
212+ 0.66% |
$4.3K - $4.41K
|
32.5K
$677K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
177+ 0.62% |
$3.59K - $3.69K
|
28.6K
$597K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
92+ 0.12% |
$1.87K - $1.92K
|
75.1K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$20.3 - $20.8
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.69% |
$81.2 - $83.3
|
579
$12.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-48- 30.77% |
$974 - $999
|
108
$2.25K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-491- 31.47% |
$9.96K - $10.2K
|
1.07K
$22.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.38K- 5.11% |
$28K - $28.7K
|
25.6K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.72K- 7.03% |
$34.9K - $35.8K
|
22.7K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 0.89% |
$54.4K - $55.8K
|
299K
$6.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.64K- 67.65% |
$155K - $159K
|
3.65K
$76.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-31K- 7.97% |
$629K - $646K
|
358K
$7.47M
|