Purchases and Sales Made in Q4 2024 in Flexshares Us Quality Low Vola (QLV)
This table provides information about the institutional ownership of Flexshares Us Quality Low Vola (QLV) during Q4 2024. The information is specifically focused on institutions that hold shares of FLEXSHARES US QUALITY LOW VOLA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
84.8K+ 42.14% |
$5.53M - $5.79M
|
286K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.5KNew |
$1.53M - $1.61M
|
23.5K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13.5KNew |
$880K - $922K
|
13.5K
$892K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.1K+ 13.79% |
$857K - $898K
|
109K
$7.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.3KNew |
$736K - $771K
|
11.3K
$746K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.64K+ 14.21% |
$433K - $453K
|
53.3K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.09KNew |
$397K - $416K
|
6.09K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.69KNew |
$306K - $320K
|
4.69K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
2.31K+ 5.5% |
$150K - $158K
|
44.3K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.74K+ 6.45% |
$113K - $119K
|
28.7K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.08K+ 4.04% |
$70.5K - $73.9K
|
27.9K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
299+ 4.88% |
$19.5K - $20.4K
|
6.42K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
28New |
$1.83K - $1.91K
|
28
$1.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$65.2 - $68.3
|
14.3K
$946K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-37- 0.24% |
$2.41K - $2.53K
|
15.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-226- 78.2% |
$14.7K - $15.4K
|
63
$4.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-333- 8.48% |
$21.7K - $22.7K
|
3.6K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-350- 7.78% |
$22.8K - $23.9K
|
4.15K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.69K- 24.62% |
$175K - $183K
|
8.23K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.5K- 12.17% |
$228K - $239K
|
25.3K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.48K- 3.23% |
$553K - $579K
|
254K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 38.76% |
$687K - $719K
|
16.6K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.8K- 58.18% |
$2.66M - $2.78M
|
29.3K
$1.94M
|