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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
15K+ 415.25% |
$1M - $1.25M
|
18.6K
$1.65M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
1+ 0.01% |
$67 - $83.5
|
7.19K
$638K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-174- 5.99% |
$11.8K - $13.5K
|
2.73K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-123K- 65.3% |
$8.33M - $9.5M
|
65.3K
$5.79M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-160- 6.34% |
$10.9K - $12.4K
|
2.36K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-84- 1.13% |
$5.7K - $6.49K
|
7.35K
$652K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
80New |
$5.43K - $6.19K
|
80
$7.09K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.9K+ 971.04% |
$874K - $996K
|
14.2K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
443+ 8.67% |
$30.1K - $34.3K
|
5.55K
$492K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-48- 11.29% |
$3.26K - $3.71K
|
377
$33.4K
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.16KNew |
$78.8K - $89.8K
|
1.16K
$103K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26.4KNew |
$1.79M - $2.04M
|
26.4K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8+ 0.2% |
$543 - $619
|
3.97K
$352K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-27- 12.62% |
$1.83K - $2.09K
|
187
$16.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14New |
$950 - $1.08K
|
14
$1.24K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-488- 18.46% |
$33.5K - $36.3K
|
2.16K
$191K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1- 0.02% |
$68.6 - $74.5
|
4.25K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7- 0.1% |
$480 - $521
|
6.94K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.02K- 21.57% |
$344K - $374K
|
18.3K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
103New |
$7.06K - $7.67K
|
103
$9.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.71KNew |
$117K - $127K
|
1.71K
$151K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-147- 5.81% |
$10.1K - $10.9K
|
2.38K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
218New |
$14.9K - $16.2K
|
218
$19.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
22New |
$1.51K - $1.64K
|
22
$1.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-110- 3.12% |
$7.54K - $8.19K
|
3.41K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8- 0.18% |
$548 - $596
|
4.51K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$480 - $521
|
7
$621
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-467- 1.85% |
$32K - $34.8K
|
24.7K
$2.19M
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.57KNew |
$174K - $194K
|
2.57K
$228K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
88New |
$5.95K - $6.65K
|
88
$7.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.54K- 36.1% |
$104K - $117K
|
2.73K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-163- 32.21% |
$11K - $12.3K
|
343
$30.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-208- 5.67% |
$14.1K - $15.7K
|
3.46K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
740+ 5.8% |
$50.1K - $55.9K
|
13.5K
$1.2M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27.1KNew |
$1.86M - $1.99M
|
27.1K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$27.5K - $29.3K
|
400
$35.5K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.66KNew |
$637K - $693K
|
9.66K
$857K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-4.64K- 58.46% |
$306K - $332K
|
3.29K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54Closed |
$3.56K - $3.87K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
450+ 2.41% |
$29.7K - $32.3K
|
19.2K
$1.7M
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-68- 68.69% |
$4.04K - $4.65K
|
31
$2.75K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
53New |
$3.15K - $3.63K
|
53
$4.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
73New |
$4.56K - $4.93K
|
73
$6.47K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.17KNew |
$385K - $417K
|
6.17K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
210New |
$13.1K - $14.2K
|
210
$18.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.99K- 57.6% |
$312K - $337K
|
3.68K
$326K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
49+ 0.59% |
$3.06K - $3.31K
|
8.35K
$740K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
17+ 0.48% |
$1.06K - $1.15K
|
3.59K
$319K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-150- 4.27% |
$9.36K - $10.1K
|
3.36K
$298K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.4KNew |
$783K - $831K
|
12.4K
$1.1M
|
|