Latest Institutional Transactions on Flexshares Us Quality Low Vola (QLV)
This table provides information on the latest institutional transactions involving Flexshares Us Quality Low Vola (QLV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48- 0.08% |
$2.86K - $3.27K
|
60.5K
$4.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 194.03% |
$598K - $684K
|
15.2K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$59.5 - $68.1
|
14.3K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-527- 3.93% |
$31.4K - $35.9K
|
12.9K
$894K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.7K- 11.72% |
$101K - $116K
|
12.8K
$889K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-73- 0.69% |
$4.35K - $4.97K
|
10.5K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 39.56% |
$6.61M - $7.56M
|
392K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.79KNew |
$344K - $394K
|
5.79K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.61KNew |
$394K - $450K
|
6.61K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
889New |
$52.9K - $60.5K
|
889
$61.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.65K- 0.51% |
$98.2K - $112K
|
324K
$22.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.26K+ 42.8% |
$194K - $222K
|
10.9K
$755K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.36K+ 4.37% |
$379K - $433K
|
152K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.86K+ 25.31% |
$170K - $194K
|
14.1K
$982K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.03KNew |
$299K - $342K
|
5.03K
$349K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.15K- 10.56% |
$128K - $146K
|
18.2K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-271- 1.78% |
$16.1K - $18.5K
|
15K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-384- 6.33% |
$22.9K - $26.2K
|
5.68K
$395K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23+ 0.28% |
$1.37K - $1.57K
|
8.33K
$578K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-155- 0.33% |
$9.23K - $10.6K
|
46.4K
$3.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
648+ 6.89% |
$38.6K - $44.1K
|
10.1K
$698K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
27+ 0.75% |
$1.61K - $1.84K
|
3.62K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-42- 0.86% |
$2.5K - $2.86K
|
4.84K
$336K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
33.2KNew |
$1.98M - $2.26M
|
33.2K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-182- 1.78% |
$10.8K - $12.4K
|
10.1K
$698K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
214+ 7.68% |
$12.7K - $14.6K
|
3K
$208K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-33- 13.2% |
$1.96K - $2.25K
|
217
$15.1K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.7KNew |
$751K - $787K
|
11.7K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.08K+ 149.2% |
$585K - $613K
|
15.2K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.25K+ 6739.68% |
$274K - $287K
|
4.31K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$64.4 - $67.5
|
1
$69.4
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-50- 1.2% |
$3.22K - $3.38K
|
4.1K
$285K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.69KNew |
$306K - $320K
|
4.69K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
28New |
$1.83K - $1.91K
|
28
$1.94K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-1.85KClosed |
$114K - $123K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.33K+ 15.76% |
$143K - $155K
|
17.1K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$6.13K - $6.66K
|
100
$6.94K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
106New |
$6.5K - $7.06K
|
106
$7.36K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.2K- 23.35% |
$69.8K - $75.2K
|
3.93K
$273K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-77- 2.13% |
$4.49K - $4.83K
|
3.54K
$246K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.1K- 6.9% |
$61.4K - $66.9K
|
14.8K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-187- 1.53% |
$10.5K - $11.4K
|
12.1K
$837K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.74KNew |
$189K - $211K
|
3.74K
$259K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
420New |
$21.2K - $23.7K
|
420
$29.2K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-382- 62.83% |
$19.7K - $20.9K
|
226
$15.7K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
69+ 0.46% |
$3.53K - $3.69K
|
15K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3KNew |
$526K - $549K
|
10.3K
$713K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.23KNew |
$62.8K - $65.5K
|
1.23K
$85.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
975New |
$47.7K - $50.8K
|
975
$67.7K
|
|