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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
37+ 0.31% |
$2.55K - $2.7K
|
12.1K
$911K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
372+ 1.34% |
$25.6K - $27.1K
|
28.2K
$2.13M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
19.8KNew |
$1.36M - $1.44M
|
19.8K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-192- 1.47% |
$13.2K - $14K
|
12.9K
$975K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-219- 3.28% |
$15.1K - $16K
|
6.46K
$488K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
630+ 17.43% |
$43.3K - $46K
|
4.25K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-180- 0.88% |
$12.4K - $13.1K
|
20.3K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.04K+ 14.05% |
$71.2K - $75.5K
|
8.4K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-198- 4.23% |
$13.6K - $14.4K
|
4.49K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 0.3% |
$688 - $729
|
3.39K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-193- 2.34% |
$13.3K - $14.1K
|
8.06K
$609K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-350- 5.76% |
$24.1K - $25.5K
|
5.73K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
23.3KNew |
$1.6M - $1.7M
|
23.3K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-130- 0.97% |
$8.94K - $9.48K
|
13.3K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
898+ 63.15% |
$61.8K - $65.5K
|
2.32K
$175K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-73- 0.48% |
$5.02K - $5.32K
|
15.3K
$1.15M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12K+ 13.32% |
$78.7K - $82.7K
|
9.54K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-833- 15.54% |
$58.5K - $61.4K
|
4.53K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$225K - $236K
|
3.2K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
776New |
$54.5K - $57.2K
|
776
$58.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126- 99.21% |
$8.85K - $9.29K
|
1
$75.5
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
386+ 16.07% |
$27.1K - $28.5K
|
2.79K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-42.6KClosed |
$2.99M - $3.14M
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
700New |
$49.2K - $51.6K
|
700
$52.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-385- 11.16% |
$27K - $28.4K
|
3.07K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.69K- 8.68% |
$119K - $125K
|
17.8K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 21.79% |
$21.1K - $22.1K
|
1.08K
$81.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.66% |
$281 - $295
|
610
$46.1K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
235New |
$15.3K - $16.8K
|
235
$17.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
329New |
$21.4K - $23.5K
|
329
$24.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-76- 9.37% |
$4.95K - $5.43K
|
735
$55.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-566- 33.65% |
$36.9K - $40.5K
|
1.12K
$84.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.88KNew |
$187K - $206K
|
2.88K
$217K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.01KNew |
$261K - $287K
|
4.01K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
21+ 0.14% |
$1.37K - $1.5K
|
15.4K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.82KNew |
$184K - $202K
|
2.82K
$213K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.06% |
$130 - $143
|
3.38K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.37K+ 12.63% |
$350K - $384K
|
47.9K
$3.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-942- 23.9% |
$61.4K - $67.4K
|
3K
$227K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.78KNew |
$169K - $185K
|
2.78K
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-150- 4.0% |
$9.12K - $9.96K
|
3.6K
$272K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.21KNew |
$195K - $213K
|
3.21K
$242K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.33KNew |
$546K - $599K
|
9.33K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.24KNew |
$541K - $593K
|
9.24K
$698K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-595- 2.64% |
$34.8K - $38.2K
|
22K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17.6K- 83.79% |
$1.03M - $1.13M
|
3.41K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.1% |
$585 - $642
|
9.58K
$723K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.9KNew |
$228K - $250K
|
3.9K
$295K
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
3.74KNew |
$219K - $240K
|
3.74K
$282K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.21KNew |
$188K - $206K
|
3.21K
$242K
|
|