Latest Institutional Sells of Flexshares Quality Dividend In (QDF)
This list provides information on the latest institutional transactions involving Flexshares Quality Dividend In (QDF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-155- 2.71% |
$9.63K - $10.5K
|
5.57K
$402K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-150- 0.5% |
$9.32K - $10.1K
|
30.1K
$2.17M
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.2K- 50.0% |
$193K - $211K
|
3.2K
$231K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.16K- 95.86% |
$70K - $76.3K
|
50
$3.6K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.08K- 24.58% |
$65.1K - $71K
|
3.31K
$238K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-400- 11.49% |
$24.2K - $26.4K
|
3.08K
$222K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-300- 7.69% |
$18.1K - $19.8K
|
3.6K
$260K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-150- 14.69% |
$9.07K - $9.89K
|
871
$62.8K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-139- 23.52% |
$8.4K - $9.16K
|
452
$32.6K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.59K- 9.23% |
$85.1K - $98.5K
|
15.6K
$1.13M
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-160- 3.34% |
$8.56K - $9.91K
|
4.64K
$334K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 4.84% |
$5.35K - $6.19K
|
1.97K
$142K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-52- 4.33% |
$2.78K - $3.22K
|
1.15K
$82.9K
|
|
Q3 2023 | |||||||
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-207Closed |
$11.5K - $12.4K
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-13- 68.42% |
$721 - $781
|
6
$433
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-37.1K- 0.87% |
$1.98M - $2.14M
|
4.23M
$305M
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.27K- 19.19% |
$67.9K - $73.3K
|
5.34K
$385K
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-725- 7.46% |
$38.8K - $41.9K
|
9K
$649K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-53- 19.41% |
$2.75K - $3.01K
|
220
$15.9K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-475- 70.37% |
$22.7K - $26.4K
|
200
$14.4K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8- 0.18% |
$382 - $445
|
4.53K
$326K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-24.2K- 39.15% |
$1.14M - $1.38M
|
37.7K
$2.71M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.95K- 59.96% |
$376K - $452K
|
5.31K
$383K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.5KClosed |
$307K - $369K
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-273- 0.91% |
$12.9K - $15.5K
|
29.7K
$2.14M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-196- 59.39% |
$9.26K - $11.1K
|
134
$9.66K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-108KClosed |
$5.33M - $6.42M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.89KClosed |
$341K - $411K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.95K- 21.94% |
$245K - $295K
|
17.6K
$1.27M
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.01KClosed |
$198K - $239K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.86KClosed |
$191K - $230K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.55KClosed |
$176K - $212K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.84K- 80.76% |
$91.2K - $110K
|
439
$31.6K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.8KClosed |
$89.1K - $107K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.7KClosed |
$84K - $101K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-188Closed |
$9.3K - $11.2K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-148Closed |
$7.32K - $8.83K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-124Closed |
$6.14K - $7.4K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100Closed |
$4.95K - $5.97K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-71- 0.36% |
$3.51K - $4.24K
|
19.8K
$1.43M
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-13.8KClosed |
$772K - $851K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.6KClosed |
$257K - $284K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-4.18KClosed |
$234K - $258K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-3.43KClosed |
$192K - $212K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-415Closed |
$23.2K - $25.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-188- 7.41% |
$10.5K - $11.6K
|
2.35K
$169K
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-50Closed |
$2.8K - $3.08K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-20KClosed |
$1.12M - $1.23M
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6KClosed |
$335K - $370K
|
0
$0
|