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 |
|---|---|---|---|---|---|---|---|
|
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
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-88- 1.2% |
$5.75K - $6.31K
|
7.26K
$497K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.17KNew |
$207K - $228K
|
3.17K
$217K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3KNew |
$196K - $215K
|
3K
$206K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.68K- 5.96% |
$415K - $450K
|
105K
$7.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
301+ 0.41% |
$18.7K - $20.3K
|
73.8K
$5.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$315K - $342K
|
5.07K
$347K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-486- 13.05% |
$30.2K - $32.8K
|
3.24K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.81K- 5.53% |
$112K - $122K
|
30.9K
$2.11M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
972New |
$60.4K - $65.6K
|
972
$66.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
106New |
$6.58K - $7.15K
|
106
$7.26K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-749- 17.71% |
$46.5K - $50.5K
|
3.48K
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
31+ 0.51% |
$1.93K - $2.09K
|
6.15K
$422K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-2.31K- 12.67% |
$143K - $155K
|
15.9K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
37New |
$2.3K - $2.5K
|
37
$2.54K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3KNew |
$186K - $202K
|
3K
$206K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-150- 0.5% |
$9.32K - $10.1K
|
30.1K
$2.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
255New |
$15.8K - $17.2K
|
255
$17.5K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
325+ 49.54% |
$19.6K - $21.4K
|
981
$67.2K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.07% |
$181 - $198
|
4.51K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.2K- 50.0% |
$193K - $211K
|
3.2K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
685New |
$41.4K - $45.1K
|
685
$46.9K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-139- 23.52% |
$8.4K - $9.16K
|
452
$31K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4+ 0.6% |
$242 - $264
|
667
$45.7K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.36KNew |
$264K - $287K
|
4.36K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
235New |
$14.2K - $15.5K
|
235
$16.1K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
22+ 0.22% |
$1.33K - $1.45K
|
9.97K
$683K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-300- 7.69% |
$18.1K - $19.8K
|
3.6K
$247K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-400- 11.49% |
$24.2K - $26.4K
|
3.08K
$211K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59K+ 376.05% |
$157K - $171K
|
3.28K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.24KNew |
$196K - $213K
|
3.24K
$222K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.16KNew |
$191K - $208K
|
3.16K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.13KNew |
$189K - $206K
|
3.13K
$214K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.08K- 24.58% |
$65.1K - $71K
|
3.31K
$226K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
314+ 12.94% |
$19K - $20.7K
|
2.74K
$188K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.16K- 95.86% |
$70K - $76.3K
|
50
$3.43K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.25KNew |
$196K - $214K
|
3.25K
$223K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-150- 14.69% |
$9.07K - $9.89K
|
871
$59.7K
|
|
| Q4 2023 | |||||||
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.26KNew |
$67.3K - $77.8K
|
1.26K
$86.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.83KNew |
$205K - $237K
|
3.83K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.29KNew |
$176K - $204K
|
3.29K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.68KNew |
$197K - $228K
|
3.68K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
700New |
$37.5K - $43.4K
|
700
$48K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
4.15K+ 6.8% |
$222K - $257K
|
65.1K
$4.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.59K- 9.23% |
$85.1K - $98.5K
|
15.6K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-52- 4.33% |
$2.78K - $3.22K
|
1.15K
$78.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 4.84% |
$5.35K - $6.19K
|
1.97K
$135K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.17KNew |
$223K - $258K
|
4.17K
$286K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.86% |
$268 - $310
|
586
$40.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.26KNew |
$282K - $326K
|
5.26K
$361K
|
|