Latest Institutional Transactions on Flexshares Quality Div Defensi (QDEF)
This table provides information on the latest institutional transactions involving Flexshares Quality Div Defensi (QDEF) 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-24.6K- 86.82% |
$1.54M - $1.81M
|
3.73K
$274K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8+ 0.07% |
$500 - $589
|
11.4K
$836K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.7K- 50.93% |
$357K - $420K
|
5.5K
$404K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2K- 7.24% |
$125K - $147K
|
25.7K
$1.89M
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
394+ 4.04% |
$24.6K - $29K
|
10.2K
$747K
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
309+ 0.35% |
$19.3K - $22.7K
|
88.3K
$6.5M
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-427- 3.64% |
$26.7K - $31.4K
|
11.3K
$832K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
105New |
$6.56K - $7.73K
|
105
$7.73K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.37KNew |
$461K - $542K
|
7.37K
$542K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
109+ 3.67% |
$6.81K - $8.02K
|
3.08K
$226K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
238+ 106.73% |
$14.9K - $17.5K
|
461
$33.9K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.4K+ 14205.26% |
$371K - $394K
|
5.44K
$400K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.23K- 10.16% |
$84.3K - $89.4K
|
10.8K
$798K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.15K- 8.78% |
$216K - $229K
|
32.7K
$2.4M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.03K+ 33.07% |
$415K - $440K
|
24.3K
$1.79M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
69.2KNew |
$4.76M - $5.05M
|
69.2K
$5.1M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.2KNew |
$564K - $598K
|
8.2K
$603K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1K+ 115.94% |
$697K - $739K
|
18.9K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.62K+ 87.15% |
$181K - $191K
|
5.64K
$415K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.56K+ 47.08% |
$245K - $260K
|
11.1K
$819K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.78K+ 19.71% |
$466K - $494K
|
41.2K
$3.03M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
656+ 16.04% |
$45.1K - $47.8K
|
4.75K
$349K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
14.8KNew |
$1.02M - $1.08M
|
14.8K
$1.09M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.59K+ 4.68% |
$109K - $116K
|
35.6K
$2.62M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-251- 2.9% |
$17.3K - $18.3K
|
8.42K
$620K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-104- 2.94% |
$7.16K - $7.59K
|
3.43K
$252K
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-4.35K- 50.0% |
$299K - $317K
|
4.35K
$320K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100Closed |
$6.88K - $7.29K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.51K- 51.12% |
$242K - $256K
|
3.36K
$247K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
685+ 6.75% |
$47.1K - $50K
|
10.8K
$797K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$344K - $364K
|
5K
$368K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.45K+ 2.9% |
$99.4K - $105K
|
51.3K
$3.78M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.57K+ 14.05% |
$177K - $187K
|
20.8K
$1.53M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-52.9K- 1.61% |
$3.64M - $3.86M
|
3.24M
$238M
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
38.7KNew |
$2.66M - $2.83M
|
38.7K
$2.85M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-970- 11.5% |
$66.7K - $70.8K
|
7.46K
$549K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
527New |
$36.3K - $38.4K
|
527
$38.8K
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.28K+ 3.56% |
$157K - $166K
|
66.4K
$4.88M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-616- 3.73% |
$42.4K - $44.9K
|
15.9K
$1.17M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.6KNew |
$729K - $773K
|
10.6K
$780K
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
863+ 12.46% |
$59.4K - $62.9K
|
7.79K
$573K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.98K- 67.05% |
$136K - $144K
|
972
$71.5K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-530- 3.85% |
$36.5K - $38.7K
|
13.2K
$974K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-445- 2.42% |
$30.6K - $32.5K
|
17.9K
$1.32M
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.95K- 8.15% |
$134K - $142K
|
22K
$1.62M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.8KNew |
$953K - $1.01M
|
13.8K
$1.02M
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-243- 1.55% |
$16.7K - $17.7K
|
15.5K
$1.14M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.16K+ 102.18% |
$148K - $157K
|
4.27K
$314K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-966- 0.63% |
$66.5K - $70.5K
|
151K
$11.1M
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
37+ 0.31% |
$2.55K - $2.7K
|
12.1K
$887K
|