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
$4.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
18.4K+ 5.56% |
$373K - $383K
|
349K
$7.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.3K+ 103.04% |
$371K - $380K
|
36K
$742K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.8KNew |
$301K - $309K
|
14.8K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 94.94% |
$262K - $269K
|
26.5K
$546K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.13K+ 11.71% |
$63.4K - $65.1K
|
29.8K
$615K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
385+ 4.98% |
$7.81K - $8.02K
|
8.11K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
92+ 0.12% |
$1.87K - $1.92K
|
75.1K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-48- 30.77% |
$974 - $999
|
108
$2.23K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-491- 31.47% |
$9.96K - $10.2K
|
1.07K
$22K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 0.89% |
$54.4K - $55.8K
|
299K
$6.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-31K- 7.97% |
$629K - $646K
|
358K
$7.39M
|