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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71- 1.2% |
$4.76K - $5.93K
|
5.85K
$518K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.75K+ 13.12% |
$385K - $480K
|
49.6K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-961- 47.5% |
$64.4K - $80.2K
|
1.06K
$94.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
3+ 0.63% |
$201 - $250
|
478
$42.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.9K+ 23.23% |
$1.6M - $2M
|
127K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
497New |
$33.3K - $41.5K
|
497
$44.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-5- 0.06% |
$335 - $417
|
8.45K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.43K+ 23.19% |
$95.9K - $120K
|
7.61K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-435- 9.92% |
$29.1K - $36.3K
|
3.95K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
307+ 13.74% |
$20.6K - $25.6K
|
2.54K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60+ 0.63% |
$4.02K - $5.01K
|
9.62K
$853K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.63KNew |
$176K - $220K
|
2.63K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.9K- 35.88% |
$194K - $242K
|
5.18K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-108- 0.78% |
$7.23K - $9.01K
|
13.7K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.88K- 45.43% |
$394K - $491K
|
7.06K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-168K- 94.01% |
$11.3M - $14M
|
10.7K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.11% |
$67 - $83.5
|
882
$78.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17.6K- 20.46% |
$1.18M - $1.47M
|
68.6K
$6.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
97.7K+ 2.59% |
$6.54M - $8.15M
|
3.87M
$343M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-184- 0.97% |
$12.3K - $15.4K
|
18.9K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.04KNew |
$271K - $338K
|
4.04K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.69KNew |
$113K - $141K
|
1.69K
$150K
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
7.86KNew |
$526K - $656K
|
7.86K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.26K- 15.07% |
$151K - $189K
|
12.7K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.57% |
$268 - $334
|
258
$22.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.38K+ 17.17% |
$226K - $282K
|
23.1K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.08% |
$603 - $751
|
11K
$971K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-3.26K- 0.7% |
$219K - $272K
|
462K
$40.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-31.9K- 46.83% |
$2.14M - $2.67M
|
36.3K
$3.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.37K- 4.32% |
$360K - $448K
|
119K
$10.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25New |
$1.67K - $2.09K
|
25
$2.22K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.4K+ 15.87% |
$3.71M - $4.62M
|
404K
$35.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
478+ 4.31% |
$32K - $39.9K
|
11.6K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
385+ 38500.0% |
$25.8K - $32.1K
|
386
$34.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
69+ 1.43% |
$4.62K - $5.76K
|
4.89K
$434K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.25K+ 23.62% |
$151K - $188K
|
11.8K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.45KNew |
$164K - $204K
|
2.45K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.19% |
$469 - $584
|
3.61K
$320K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.64KNew |
$177K - $221K
|
2.64K
$234K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.38K+ 1.08% |
$92.5K - $115K
|
130K
$11.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-12- 0.36% |
$804 - $1K
|
3.36K
$298K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-857- 4.77% |
$57.4K - $71.5K
|
17.1K
$1.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-866- 12.21% |
$58K - $72.3K
|
6.23K
$552K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
556+ 7.09% |
$37.2K - $46.4K
|
8.39K
$744K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-242- 4.53% |
$16.2K - $20.2K
|
5.1K
$452K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
47.5KNew |
$3.18M - $3.97M
|
47.5K
$4.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
225+ 6.08% |
$15.1K - $18.8K
|
3.93K
$348K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
360New |
$24.1K - $30K
|
360
$31.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-281- 25.57% |
$18.8K - $23.5K
|
818
$72.5K
|