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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-182- 1.78% |
$10.8K - $12.4K
|
10.1K
$687K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
214+ 7.68% |
$12.7K - $14.6K
|
3K
$205K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-33- 13.2% |
$1.96K - $2.25K
|
217
$14.8K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.7KNew |
$751K - $787K
|
11.7K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1K+ 7.41% |
$64.4K - $67.5K
|
14.5K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.23K+ 13.55% |
$466K - $488K
|
60.6K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.35K- 1.87% |
$344K - $361K
|
281K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.08K+ 149.2% |
$585K - $613K
|
15.2K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.24K- 19.45% |
$209K - $219K
|
13.4K
$916K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
71.6K+ 28.16% |
$4.61M - $4.83M
|
326K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.25K+ 6739.68% |
$274K - $287K
|
4.31K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.17KNew |
$333K - $349K
|
5.17K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$64.4 - $67.5
|
1
$68.3
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.5KNew |
$679K - $712K
|
10.5K
$720K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37K+ 34.06% |
$2.38M - $2.5M
|
145K
$9.94M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.31K+ 5.23% |
$149K - $156K
|
46.6K
$3.18M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.89K- 19.36% |
$315K - $330K
|
20.4K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11- 0.1% |
$709 - $743
|
11.3K
$771K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18.5K- 66.27% |
$1.19M - $1.25M
|
9.41K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.2K- 79.29% |
$1.5M - $1.57M
|
6.07K
$415K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-50- 1.2% |
$3.22K - $3.38K
|
4.1K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6- 0.17% |
$387 - $405
|
3.59K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75+ 0.91% |
$4.83K - $5.07K
|
8.3K
$567K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.54K- 23.99% |
$99.2K - $104K
|
4.88K
$333K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.26K+ 42.8% |
$212K - $222K
|
10.9K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.5KNew |
$1.53M - $1.61M
|
23.5K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.69KNew |
$306K - $320K
|
4.69K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$65.2 - $68.3
|
14.3K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
28New |
$1.83K - $1.91K
|
28
$1.91K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-37- 0.24% |
$2.41K - $2.53K
|
15.3K
$1.04M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.33K+ 15.76% |
$143K - $155K
|
17.1K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-1.85KClosed |
$114K - $123K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$6.13K - $6.66K
|
100
$6.83K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
106New |
$6.5K - $7.06K
|
106
$7.24K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.2K- 23.35% |
$69.8K - $75.2K
|
3.93K
$269K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-77- 2.13% |
$4.49K - $4.83K
|
3.54K
$242K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.1K- 6.9% |
$61.4K - $66.9K
|
14.8K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-187- 1.53% |
$10.5K - $11.4K
|
12.1K
$824K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.74KNew |
$189K - $211K
|
3.74K
$255K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
420New |
$21.2K - $23.7K
|
420
$28.7K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-382- 62.83% |
$19.7K - $20.9K
|
226
$15.4K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
69+ 0.46% |
$3.53K - $3.69K
|
15K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3KNew |
$526K - $549K
|
10.3K
$702K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.23KNew |
$62.8K - $65.5K
|
1.23K
$83.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
975New |
$47.7K - $50.8K
|
975
$66.6K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.16KNew |
$253K - $269K
|
5.16K
$352K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
325+ 2.44% |
$15.9K - $16.9K
|
13.6K
$932K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2New |
$92.7 - $106
|
2
$137
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
70New |
$3.24K - $3.7K
|
70
$4.78K
|
|