Latest Institutional Transactions on Flexshares Tr Us Quality Large (QLC)
This table provides information on the latest institutional transactions involving Flexshares Tr Us Quality Large (QLC) 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.02K- 21.82% |
$58K - $72.7K
|
3.66K
$260K
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-85- 0.41% |
$4.83K - $6.05K
|
20.5K
$1.46M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.33K+ 117.57% |
$523K - $582K
|
15.4K
$1.09M
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-50- 4.37% |
$3.14K - $3.49K
|
1.1K
$77.8K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.23KNew |
$77.2K - $85.9K
|
1.23K
$87.3K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-601- 93.61% |
$37.7K - $42K
|
41
$2.91K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.46K+ 11.38% |
$154K - $172K
|
24K
$1.71M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.7KNew |
$2.49M - $2.78M
|
39.7K
$2.82M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 8.49% |
$813K - $905K
|
166K
$11.8M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.85K- 23.2% |
$367K - $409K
|
19.4K
$1.38M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4.55K+ 12.28% |
$286K - $318K
|
41.6K
$2.96M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.23KNew |
$266K - $296K
|
4.23K
$301K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
535K+ 16.32% |
$33.6M - $37.4M
|
3.81M
$271M
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
840+ 2.42% |
$52.7K - $58.7K
|
35.6K
$2.53M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.03K- 24.8% |
$567K - $630K
|
27.4K
$1.94M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
172+ 4.75% |
$10.8K - $12K
|
3.79K
$269K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.44K- 2.52% |
$341K - $380K
|
210K
$14.9M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
49+ 8.17% |
$3.08K - $3.42K
|
649
$46.1K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.51K+ 15.05% |
$472K - $525K
|
57.4K
$4.08M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.72K+ 13.87% |
$422K - $469K
|
55.2K
$3.92M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
71K+ 1889.59% |
$4.46M - $4.96M
|
74.7K
$5.31M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-469- 9.11% |
$29.4K - $32.8K
|
4.68K
$332K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
197+ 67.24% |
$12.4K - $13.8K
|
490
$34.8K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.3K+ 6.0% |
$2.16M - $2.4M
|
606K
$43.1M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
168New |
$10.5K - $11.7K
|
168
$11.9K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-256- 9.04% |
$16.1K - $17.9K
|
2.58K
$183K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-119- 50.0% |
$7.47K - $8.31K
|
119
$8.45K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.21% |
$62.8 - $69.9
|
480
$34.1K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-125- 3.45% |
$7.85K - $8.73K
|
3.5K
$248K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-368- 8.92% |
$23.1K - $25.7K
|
3.76K
$267K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
212+ 0.59% |
$13.3K - $14.8K
|
36.1K
$2.56M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-28- 5.59% |
$1.76K - $1.96K
|
473
$33.6K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
30New |
$1.88K - $2.1K
|
30
$2.13K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1- 0.25% |
$64.4 - $68.9
|
398
$28.3K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-139- 1.46% |
$8.95K - $9.58K
|
9.35K
$664K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.4K- 76.79% |
$1.12M - $1.2M
|
5.26K
$373K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26.4KNew |
$1.7M - $1.82M
|
26.4K
$1.88M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
280New |
$18K - $19.3K
|
280
$19.9K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.6KNew |
$361K - $386K
|
5.6K
$398K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
64New |
$4.12K - $4.41K
|
64
$4.55K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.3% |
$64.4 - $68.9
|
332
$23.6K
|
|
Q3 2024 | |||||||
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.24K+ 775.63% |
$72.8K - $80.7K
|
1.4K
$99.5K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.17% |
$58.7 - $65
|
605
$43K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-546- 5.42% |
$32K - $35.5K
|
9.53K
$677K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10+ 0.14% |
$587 - $650
|
6.98K
$496K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$58.7 - $65
|
1
$71
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.5KNew |
$147K - $163K
|
2.5K
$178K
|
|
Q2 2024 | |||||||
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
300New |
$16.7K - $18.6K
|
300
$21.3K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.38KNew |
$188K - $209K
|
3.38K
$240K
|