Purchases and Sales Made in Q2 2025 in Flexshares Morningstar Dev Mkt (TLTD)
This table provides information about the institutional ownership of Flexshares Morningstar Dev Mkt (TLTD) during Q2 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES MORNINGSTAR DEV MKT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
97.7K+ 2.59% |
$6.54M - $8.15M
|
3.87M
$343M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.4K+ 15.87% |
$3.71M - $4.62M
|
404K
$35.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
47.5KNew |
$3.18M - $3.97M
|
47.5K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.9K+ 23.23% |
$1.6M - $2M
|
127K
$11.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
15K+ 415.25% |
$1M - $1.25M
|
18.6K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
7.86KNew |
$526K - $656K
|
7.86K
$697K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.75K+ 13.12% |
$385K - $480K
|
49.6K
$4.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.04KNew |
$271K - $338K
|
4.04K
$359K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.38K+ 17.17% |
$226K - $282K
|
23.1K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.64KNew |
$177K - $221K
|
2.64K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.63KNew |
$176K - $220K
|
2.63K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.45KNew |
$164K - $204K
|
2.45K
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.25K+ 23.62% |
$151K - $188K
|
11.8K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.69KNew |
$113K - $141K
|
1.69K
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.43K+ 23.19% |
$95.9K - $120K
|
7.61K
$675K
|
|
|
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 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
556+ 7.09% |
$37.2K - $46.4K
|
8.39K
$744K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
497New |
$33.3K - $41.5K
|
497
$44.1K
|
|
|
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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
360New |
$24.1K - $30K
|
360
$31.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
307+ 13.74% |
$20.6K - $25.6K
|
2.54K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
225+ 6.08% |
$15.1K - $18.8K
|
3.93K
$348K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
69+ 1.43% |
$4.62K - $5.76K
|
4.89K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60+ 0.63% |
$4.02K - $5.01K
|
9.62K
$853K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25New |
$1.67K - $2.09K
|
25
$2.22K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.08% |
$603 - $751
|
11K
$971K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.19% |
$469 - $584
|
3.61K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.57% |
$268 - $334
|
258
$22.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
3+ 0.63% |
$201 - $250
|
478
$42.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.11% |
$67 - $83.5
|
882
$78.2K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
1+ 0.01% |
$67 - $83.5
|
7.19K
$638K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-5- 0.06% |
$335 - $417
|
8.45K
$749K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-12- 0.36% |
$804 - $1K
|
3.36K
$298K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71- 1.2% |
$4.76K - $5.93K
|
5.85K
$518K
|
|
|
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 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-184- 0.97% |
$12.3K - $15.4K
|
18.9K
$1.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-242- 4.53% |
$16.2K - $20.2K
|
5.1K
$452K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-281- 25.57% |
$18.8K - $23.5K
|
818
$72.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-435- 9.92% |
$29.1K - $36.3K
|
3.95K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-646- 9.84% |
$43.3K - $53.9K
|
5.92K
$525K
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-961- 47.5% |
$64.4K - $80.2K
|
1.06K
$94.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.26K- 15.07% |
$151K - $189K
|
12.7K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.9K- 35.88% |
$194K - $242K
|
5.18K
$459K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-3.26K- 0.7% |
$219K - $272K
|
462K
$40.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.37K- 4.32% |
$360K - $448K
|
119K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.88K- 45.43% |
$394K - $491K
|
7.06K
$626K
|