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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.07KNew |
$216K - $226K
|
3.07K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
15.3K+ 2.84% |
$1.08M - $1.13M
|
555K
$40.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
98New |
$6.9K - $7.24K
|
98
$7.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.3KNew |
$2.28M - $2.39M
|
32.3K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-217- 2.75% |
$15.3K - $16K
|
7.67K
$559K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
12+ 0.3% |
$845 - $886
|
4.02K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.2KNew |
$225K - $236K
|
3.2K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-137- 1.12% |
$9.64K - $10.1K
|
12.1K
$882K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.85K+ 113.66% |
$130K - $136K
|
3.47K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-950- 9.06% |
$66.9K - $70.2K
|
9.53K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.26K+ 62.92% |
$582K - $610K
|
21.4K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
387+ 0.26% |
$27.2K - $28.6K
|
148K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.55% |
$3.52K - $3.69K
|
9.1K
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-242- 0.97% |
$17K - $17.9K
|
24.8K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.08K- 4.97% |
$146K - $154K
|
39.7K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
19K+ 4.62% |
$1.33M - $1.4M
|
429K
$31.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-340- 5.01% |
$23.9K - $25.1K
|
6.45K
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
231New |
$16.3K - $17.1K
|
231
$16.8K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 0.01% |
$141 - $148
|
21.5K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-2.24K- 1.32% |
$157K - $165K
|
167K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-428- 1.62% |
$30.1K - $31.6K
|
26K
$1.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
122+ 0.67% |
$8.59K - $9.01K
|
18.3K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-628- 15.94% |
$44.2K - $46.4K
|
3.31K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-406- 8.9% |
$28.6K - $30K
|
4.16K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50- 1.53% |
$3.52K - $3.69K
|
3.23K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.18K+ 2.12% |
$153K - $161K
|
105K
$7.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-245- 2.09% |
$17.2K - $18.1K
|
11.5K
$834K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
405+ 0.63% |
$28.5K - $29.9K
|
64.7K
$4.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-277K- 80.26% |
$19.5M - $20.4M
|
68K
$4.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-54- 13.37% |
$3.8K - $3.99K
|
350
$25.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.79% |
$211 - $222
|
383
$27.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
666+ 1.28% |
$46.9K - $49.2K
|
52.6K
$3.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-87- 0.07% |
$6.12K - $6.43K
|
128K
$9.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-822- 1.64% |
$57.9K - $60.7K
|
49.2K
$3.58M
|
|
| Q3 2024 | |||||||
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.89KNew |
$254K - $279K
|
3.89K
$283K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.63% |
$65.4 - $71.7
|
161
$11.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
15KNew |
$982K - $1.08M
|
15K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5K- 68.55% |
$749K - $822K
|
5.26K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.86K+ 152.09% |
$449K - $492K
|
11.4K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3KNew |
$196K - $215K
|
3K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-156- 16.07% |
$10.2K - $11.2K
|
815
$59.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.36KNew |
$220K - $241K
|
3.36K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.43K- 33.41% |
$93.3K - $102K
|
2.84K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.3KNew |
$150K - $165K
|
2.3K
$167K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.94% |
$65.4 - $71.7
|
107
$7.79K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-578- 3.19% |
$37.8K - $41.4K
|
17.6K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
100+ 2.12% |
$6.54K - $7.17K
|
4.81K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.04K+ 9.07% |
$67.7K - $74.3K
|
12.5K
$908K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-12.8K- 8.91% |
$835K - $916K
|
131K
$9.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.88KNew |
$188K - $206K
|
2.88K
$209K
|
|