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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-333- 6.29% |
$22.5K - $25.2K
|
4.96K
$349K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.16K- 8.24% |
$620K - $692K
|
102K
$7.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
124+ 1.94% |
$8.39K - $9.37K
|
6.53K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-256- 0.59% |
$17.3K - $19.3K
|
42.8K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-429- 18.36% |
$29K - $32.4K
|
1.91K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.54K- 36.1% |
$104K - $117K
|
2.73K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-163- 32.21% |
$11K - $12.3K
|
343
$24.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-321- 5.78% |
$21.7K - $24.2K
|
5.23K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.74K- 64.27% |
$117K - $131K
|
965
$67.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
162+ 1.98% |
$11K - $12.2K
|
8.34K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4- 0.05% |
$271 - $302
|
7.44K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11.5K- 6.82% |
$778K - $869K
|
157K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.8K- 76.17% |
$2.42M - $2.7M
|
11.2K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-29.7K- 5.86% |
$2.01M - $2.24M
|
476K
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.5K- 59.71% |
$2.34M - $2.61M
|
23.3K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.72K+ 186.07% |
$522K - $583K
|
11.9K
$834K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
936+ 120.0% |
$63.3K - $70.7K
|
1.72K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-113K- 94.84% |
$7.64M - $8.54M
|
6.15K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-692- 8.1% |
$46.8K - $52.3K
|
7.85K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$67.7 - $75.5
|
1
$70.3
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.52K- 27.18% |
$171K - $190K
|
6.75K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-71.1K- 1.76% |
$4.81M - $5.37M
|
3.97M
$279M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.08% |
$609 - $680
|
11.8K
$827K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
169+ 1.8% |
$11.4K - $12.8K
|
9.55K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-358- 2.03% |
$24.2K - $27K
|
17.3K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.61K+ 9.09% |
$109K - $122K
|
19.3K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12+ 0.31% |
$812 - $906
|
3.92K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
160+ 6.77% |
$10.8K - $12.1K
|
2.52K
$177K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-117K- 53.58% |
$7.94M - $8.86M
|
102K
$7.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.7K- 25.03% |
$318K - $355K
|
14.1K
$989K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-77- 5.78% |
$5.21K - $5.82K
|
1.26K
$88.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.31K- 60.03% |
$88.5K - $98.8K
|
871
$61.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.19% |
$474 - $529
|
3.64K
$256K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.7K- 8.99% |
$2.48M - $2.77M
|
371K
$26.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.8% |
$67.7 - $75.5
|
126
$8.86K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-392- 10.02% |
$26.5K - $29.6K
|
3.52K
$248K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-392- 10.02% |
$26.5K - $29.6K
|
3.52K
$248K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.56K- 7.99% |
$106K - $118K
|
18K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
31+ 0.42% |
$2.1K - $2.34K
|
7.38K
$519K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18+ 0.34% |
$1.22K - $1.36K
|
5.34K
$376K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-780- 4.1% |
$52.8K - $58.9K
|
18.2K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23+ 0.51% |
$1.56K - $1.74K
|
4.51K
$317K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-208- 5.67% |
$14.1K - $15.7K
|
3.46K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
8.09K+ 6.75% |
$547K - $611K
|
128K
$8.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.82K- 69.72% |
$394K - $440K
|
2.53K
$178K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
740+ 5.8% |
$50.1K - $55.9K
|
13.5K
$948K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.92K- 1.52% |
$130K - $145K
|
124K
$8.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.79KNew |
$189K - $211K
|
2.79K
$196K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
4.25KNew |
$287K - $321K
|
4.25K
$299K
|