Latest Institutional Transactions on Flexshares Quality Dividend In (QDF)
This table provides information on the latest institutional transactions involving Flexshares Quality Dividend In (QDF) 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 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
185+ 4.83% |
$11.2K - $12.2K
|
4.02K
$271K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.14% |
$302 - $330
|
3.5K
$236K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59K+ 376.05% |
$157K - $171K
|
3.28K
$221K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.8K- 11.37% |
$109K - $119K
|
14.1K
$947K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.24KNew |
$196K - $213K
|
3.24K
$218K
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-9.3K- 2.24% |
$562K - $613K
|
406K
$27.4M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.32K+ 14.63% |
$140K - $153K
|
18.1K
$1.22M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 0.09% |
$665 - $725
|
12.2K
$824K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-810- 1.25% |
$49K - $53.4K
|
64.2K
$4.33M
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-202- 6.17% |
$12.2K - $13.3K
|
3.07K
$207K
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-102- 0.44% |
$6.17K - $6.72K
|
22.9K
$1.55M
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.45K- 12.95% |
$87.5K - $95.4K
|
9.74K
$656K
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.72KNew |
$225K - $245K
|
3.72K
$251K
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.16KNew |
$191K - $208K
|
3.16K
$213K
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
916+ 2.28% |
$55.4K - $60.4K
|
41.2K
$2.77M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16+ 0.38% |
$967 - $1.05K
|
4.23K
$285K
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7.15K- 23.56% |
$432K - $471K
|
23.2K
$1.56M
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
18+ 0.29% |
$1.09K - $1.19K
|
6.12K
$412K
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.13KNew |
$189K - $206K
|
3.13K
$211K
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.69K- 58.58% |
$283K - $309K
|
3.31K
$223K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.2K- 1.61% |
$72.8K - $79.4K
|
73.5K
$4.95M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.09K+ 2.44% |
$65.8K - $71.7K
|
45.7K
$3.08M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.08K- 24.58% |
$65.1K - $71K
|
3.31K
$223K
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-144- 0.11% |
$8.71K - $9.49K
|
136K
$9.16M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.12K- 16.41% |
$552K - $601K
|
46.5K
$3.13M
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 15.34% |
$3.02K - $3.3K
|
376
$25.3K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
314+ 12.94% |
$19K - $20.7K
|
2.74K
$185K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
800+ 20.19% |
$48.4K - $52.7K
|
4.76K
$321K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
87+ 0.78% |
$5.26K - $5.73K
|
11.2K
$755K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.35K+ 70.45% |
$203K - $221K
|
8.11K
$546K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-379- 0.98% |
$22.9K - $25K
|
38.2K
$2.58M
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
53+ 0.29% |
$3.2K - $3.49K
|
18K
$1.22M
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-5.03K- 11.5% |
$304K - $332K
|
38.7K
$2.61M
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.0% |
$60.5 - $65.9
|
21.5K
$1.45M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.08% |
$181 - $198
|
3.65K
$246K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.16K- 95.86% |
$70K - $76.3K
|
50
$3.37K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
75K+ 235.51% |
$4.53M - $4.94M
|
107K
$7.19M
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-13.1K- 7.49% |
$792K - $864K
|
162K
$10.9M
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.25KNew |
$196K - $214K
|
3.25K
$219K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-510- 0.97% |
$30.8K - $33.6K
|
51.9K
$3.5M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-381- 1.77% |
$23K - $25.1K
|
21.1K
$1.42M
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-150- 14.69% |
$9.07K - $9.89K
|
871
$58.7K
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
106New |
$5.67K - $6.56K
|
106
$7.14K
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.83KNew |
$205K - $237K
|
3.83K
$258K
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.29KNew |
$176K - $204K
|
3.29K
$222K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.68KNew |
$197K - $228K
|
3.68K
$248K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-30- 0.46% |
$1.61K - $1.86K
|
6.5K
$438K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.63% |
$53.5 - $61.9
|
159
$10.7K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
700New |
$37.5K - $43.4K
|
700
$47.2K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.98KNew |
$266K - $308K
|
4.98K
$335K
|