Latest Institutional Transactions on Flexshares Morningstar Dev Mkt (TLTD)
This table provides information on the latest institutional transactions involving Flexshares Morningstar Dev Mkt (TLTD) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-952- 13.36% |
$64.6K - $73.6K
|
6.18K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
478+ 3.58% |
$32.4K - $37K
|
13.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-14- 2.86% |
$950 - $1.08K
|
475
$36.8K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-174- 5.99% |
$11.8K - $13.5K
|
2.73K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.93K+ 78.25% |
$131K - $149K
|
4.39K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.26K+ 2.97% |
$85.6K - $97.6K
|
43.8K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
345+ 1.84% |
$23.4K - $26.7K
|
19.1K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.11% |
$67.9 - $77.3
|
881
$68.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-160- 6.34% |
$10.9K - $12.4K
|
2.36K
$183K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-740- 8.39% |
$50.2K - $57.2K
|
8.08K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-123K- 65.3% |
$8.33M - $9.5M
|
65.3K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
299+ 6.61% |
$20.3K - $23.1K
|
4.82K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.67K+ 21.11% |
$113K - $129K
|
9.56K
$741K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.59K+ 28.95% |
$108K - $123K
|
7.09K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-84- 1.13% |
$5.7K - $6.49K
|
7.35K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.28K- 11.85% |
$86.8K - $98.9K
|
9.51K
$738K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.3K+ 6.52% |
$427K - $487K
|
103K
$7.98M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
121K+ 206.28% |
$8.18M - $9.32M
|
179K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-394- 4.45% |
$26.7K - $30.5K
|
8.46K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.71K- 25.07% |
$252K - $287K
|
11.1K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
80New |
$5.43K - $6.19K
|
80
$6.2K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.54K- 21.49% |
$240K - $274K
|
12.9K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 126.79% |
$76.7K - $87.4K
|
2.02K
$157K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-28.4K- 0.75% |
$1.92M - $2.19M
|
3.77M
$293M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108+ 1.67% |
$7.33K - $8.35K
|
6.56K
$509K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.9K+ 971.04% |
$874K - $996K
|
14.2K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.02K- 1.6% |
$137K - $156K
|
124K
$9.64M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
443+ 8.67% |
$30.1K - $34.3K
|
5.55K
$431K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-15- 0.67% |
$1.02K - $1.16K
|
2.23K
$173K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.1K- 0.45% |
$143K - $162K
|
465K
$36M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-408- 99.76% |
$27.7K - $31.5K
|
1
$77.5
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-48- 11.29% |
$3.26K - $3.71K
|
377
$29.2K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
92+ 2.62% |
$6.24K - $7.11K
|
3.61K
$280K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.11K+ 16.36% |
$143K - $163K
|
15K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-23K- 25.22% |
$1.56M - $1.78M
|
68.2K
$5.29M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4+ 0.04% |
$271 - $309
|
10.9K
$848K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.86K+ 10.42% |
$126K - $144K
|
19.7K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.16KNew |
$78.8K - $89.8K
|
1.16K
$90.1K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-500- 11.9% |
$33.9K - $38.7K
|
3.7K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26.4KNew |
$1.79M - $2.04M
|
26.4K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
127+ 100.0% |
$8.62K - $9.82K
|
254
$19.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8+ 0.2% |
$543 - $619
|
3.97K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34K+ 0.38% |
$90.8K - $103K
|
349K
$27.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-1.41K- 28.08% |
$95.4K - $109K
|
3.6K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.73K- 2.09% |
$185K - $211K
|
128K
$9.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-27- 12.62% |
$1.83K - $2.09K
|
187
$14.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14New |
$950 - $1.08K
|
14
$1.09K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.84KNew |
$532K - $606K
|
7.84K
$608K
|