Purchases and Sales Made in Q4 2024 in Flexshares Tr (TILT)
This table provides information about the institutional ownership of Flexshares Tr (TILT) during Q4 2024. The information is specifically focused on institutions that hold shares of FLEXSHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.5K+ 18.91% |
$5.58M - $6.03M
|
167K
$36.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.4KNew |
$5.14M - $5.55M
|
24.4K
$5.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.8KNew |
$2.69M - $2.9M
|
12.8K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.81K+ 5.21% |
$1.22M - $1.32M
|
117K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
5.56KNew |
$1.17M - $1.26M
|
5.56K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.72K+ 18.93% |
$994K - $1.07M
|
29.7K
$6.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.63K+ 30.55% |
$975K - $1.05M
|
19.8K
$4.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.05KNew |
$430K - $465K
|
2.05K
$446K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.8K+ 30.01% |
$378K - $409K
|
7.79K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.75KNew |
$368K - $397K
|
1.75K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.28K+ 141.46% |
$268K - $290K
|
2.18K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.25KNew |
$262K - $283K
|
1.25K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
923+ 17.1% |
$194K - $210K
|
6.32K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
830+ 5.89% |
$175K - $189K
|
14.9K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
640+ 3.35% |
$135K - $146K
|
19.7K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
612+ 9.95% |
$129K - $139K
|
6.76K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
463+ 20.0% |
$97.4K - $105K
|
2.78K
$606K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
460+ 3.72% |
$96.7K - $105K
|
12.8K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
448+ 30.71% |
$94.2K - $102K
|
1.91K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
394New |
$82.9K - $89.6K
|
394
$85.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
287+ 2.01% |
$60.4K - $65.3K
|
14.6K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
272+ 4.09% |
$57.2K - $61.9K
|
6.93K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
268+ 80.48% |
$56.4K - $60.9K
|
601
$131K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
181New |
$38.1K - $41.2K
|
181
$39.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
121+ 378.13% |
$25.4K - $27.5K
|
153
$33.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
50+ 0.26% |
$10.5K - $11.4K
|
19.1K
$4.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
50New |
$10.5K - $11.4K
|
50
$10.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15+ 0.22% |
$3.15K - $3.41K
|
6.78K
$1.48M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6+ 0.25% |
$1.26K - $1.36K
|
2.39K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4+ 0.14% |
$841 - $910
|
2.9K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4New |
$841 - $910
|
4
$872
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.3% |
$210 - $227
|
338
$73.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-6- 0.35% |
$1.26K - $1.36K
|
1.69K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-13- 9.92% |
$2.73K - $2.96K
|
118
$25.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16- 0.51% |
$3.36K - $3.64K
|
3.12K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21- 0.02% |
$4.42K - $4.78K
|
123K
$26.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-34- 6.73% |
$7.15K - $7.73K
|
471
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50- 0.89% |
$10.5K - $11.4K
|
5.54K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-93- 6.72% |
$19.6K - $21.1K
|
1.29K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-95- 3.13% |
$20K - $21.6K
|
2.94K
$640K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-163- 12.66% |
$34.3K - $37.1K
|
1.13K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-169- 0.55% |
$35.5K - $38.4K
|
30.3K
$6.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-200- 1.05% |
$42.1K - $45.5K
|
18.8K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-204- 11.31% |
$42.9K - $46.4K
|
1.6K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-220- 15.38% |
$46.3K - $50K
|
1.21K
$264K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-251- 8.71% |
$52.8K - $57.1K
|
2.63K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-352- 6.87% |
$74K - $80K
|
4.77K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-464- 9.38% |
$97.6K - $106K
|
4.49K
$978K
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-599- 4.21% |
$126K - $136K
|
13.6K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-668- 13.28% |
$140K - $152K
|
4.36K
$951K
|