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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
481New |
$32.3K - $35.3K
|
481
$35.3K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163K+ 1073.15% |
$11.4M - $12M
|
178K
$13.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.62% |
$70.4 - $73.9
|
162
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.81K- 51.37% |
$409K - $429K
|
5.5K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
16.7KNew |
$1.17M - $1.23M
|
16.7K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
485+ 8.7% |
$34.1K - $35.8K
|
6.06K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23New |
$1.62K - $1.7K
|
23
$1.69K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
42+ 0.91% |
$2.96K - $3.1K
|
4.68K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
158+ 0.68% |
$11.1K - $11.7K
|
23.5K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.63% |
$704 - $739
|
1.59K
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
98New |
$6.9K - $7.24K
|
98
$7.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.07KNew |
$216K - $226K
|
3.07K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.2KNew |
$225K - $236K
|
3.2K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-950- 9.06% |
$66.9K - $70.2K
|
9.53K
$700K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.26K+ 62.92% |
$582K - $610K
|
21.4K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.55% |
$3.52K - $3.69K
|
9.1K
$669K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-628- 15.94% |
$44.2K - $46.4K
|
3.31K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-406- 8.9% |
$28.6K - $30K
|
4.16K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50- 1.53% |
$3.52K - $3.69K
|
3.23K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-54- 13.37% |
$3.8K - $3.99K
|
350
$25.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.79% |
$211 - $222
|
383
$28.1K
|
|
| Q3 2024 | |||||||
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.89KNew |
$254K - $279K
|
3.89K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3KNew |
$196K - $215K
|
3K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
15KNew |
$982K - $1.08M
|
15K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.43K- 33.41% |
$93.3K - $102K
|
2.84K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.36KNew |
$220K - $241K
|
3.36K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.3KNew |
$150K - $165K
|
2.3K
$169K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-578- 3.19% |
$37.8K - $41.4K
|
17.6K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.94% |
$65.4 - $71.7
|
107
$7.86K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
100+ 2.12% |
$6.54K - $7.17K
|
4.81K
$353K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.88KNew |
$188K - $206K
|
2.88K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-88- 1.2% |
$5.75K - $6.31K
|
7.26K
$533K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.35K- 4.65% |
$88.1K - $96.6K
|
27.6K
$2.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.17KNew |
$207K - $228K
|
3.17K
$233K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3KNew |
$196K - $215K
|
3K
$220K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
306New |
$19K - $20.6K
|
306
$22.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
301+ 0.41% |
$18.7K - $20.3K
|
73.8K
$5.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.68K- 5.96% |
$415K - $450K
|
105K
$7.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$315K - $342K
|
5.07K
$372K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-486- 13.05% |
$30.2K - $32.8K
|
3.24K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.81K- 5.53% |
$112K - $122K
|
30.9K
$2.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
106New |
$6.58K - $7.15K
|
106
$7.79K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
972New |
$60.4K - $65.6K
|
972
$71.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
37New |
$2.3K - $2.5K
|
37
$2.72K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-150- 0.5% |
$9.32K - $10.1K
|
30.1K
$2.21M
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
325+ 49.54% |
$19.6K - $21.4K
|
981
$72.1K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.36KNew |
$264K - $287K
|
4.36K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-139- 23.52% |
$8.4K - $9.16K
|
452
$33.2K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
685New |
$41.4K - $45.1K
|
685
$50.3K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.2K- 50.0% |
$193K - $211K
|
3.2K
$235K
|
|