Latest Institutional Transactions on Flexshares Tr Morningstar Emer (TLTE)
This table provides information on the latest institutional transactions involving Flexshares Tr Morningstar Emer (TLTE) 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 |
BUY
|
- |
690+ 20.28% |
$32.4K - $40.5K
|
4.09K
$261K
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-61- 0.24% |
$2.86K - $3.58K
|
25.1K
$1.6M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
416+ 2.62% |
$19.5K - $24.4K
|
16.3K
$1.04M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.3KNew |
$2.03M - $2.54M
|
43.3K
$2.76M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
813+ 81300.0% |
$38.1K - $47.7K
|
814
$51.9K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.63K- 8.66% |
$264K - $330K
|
59.4K
$3.78M
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-94- 28.75% |
$4.41K - $5.51K
|
233
$14.9K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.65K+ 107.79% |
$77.2K - $96.5K
|
3.17K
$202K
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.57K+ 73.67% |
$167K - $209K
|
8.42K
$537K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.55K- 9.81% |
$72.7K - $90.9K
|
14.2K
$908K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-240- 15.78% |
$11.3K - $14.1K
|
1.28K
$81.7K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101K+ 925.19% |
$4.73M - $5.91M
|
112K
$7.12M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.94KNew |
$90.8K - $114K
|
1.94K
$123K
|
|
Aug 14, 2025
Q2 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-161- 0.66% |
$7.55K - $9.44K
|
24.4K
$1.56M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.05K- 19.97% |
$49.2K - $61.5K
|
4.21K
$268K
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.3KNew |
$2.08M - $2.6M
|
44.3K
$2.83M
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-337K- 9.7% |
$15.8M - $19.8M
|
3.14M
$200M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.11K- 56.76% |
$52.2K - $65.3K
|
848
$54.1K
|
|
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
|
- |
2.93KNew |
$137K - $172K
|
2.93K
$187K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.21K- 14.65% |
$56.5K - $70.7K
|
7.02K
$448K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-660- 4.89% |
$30.9K - $38.7K
|
12.8K
$819K
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-10.4K- 52.75% |
$486K - $607K
|
9.28K
$591K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.54K- 8.12% |
$72.1K - $90.2K
|
17.4K
$1.11M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15New |
$703 - $879
|
15
$956
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.84K- 23.43% |
$86.2K - $108K
|
6.01K
$383K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32K- 13.62% |
$1.5M - $1.88M
|
203K
$12.9M
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-575- 8.68% |
$27K - $33.7K
|
6.05K
$386K
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-879- 5.73% |
$41.2K - $51.5K
|
14.5K
$921K
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
105KNew |
$4.91M - $6.14M
|
105K
$6.67M
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.74KNew |
$316K - $395K
|
6.74K
$429K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.59K- 98.89% |
$128K - $141K
|
29
$1.85K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-703- 61.02% |
$34.8K - $38.3K
|
449
$28.6K
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
33.1KNew |
$1.64M - $1.8M
|
33.1K
$2.11M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
63+ 5.21% |
$3.12K - $3.43K
|
1.27K
$81.1K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
118+ 157.33% |
$5.85K - $6.43K
|
193
$12.3K
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-300- 1.54% |
$14.9K - $16.3K
|
19.2K
$1.23M
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-333- 3.33% |
$16.5K - $18.1K
|
9.67K
$616K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$248 - $272
|
5
$319
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-90- 7.49% |
$4.46K - $4.9K
|
1.11K
$70.9K
|
|
Q4 2024 | |||||||
Sep 09, 2025
Q4 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-780- 10.67% |
$39.7K - $45.7K
|
6.53K
$416K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18K- 98.75% |
$915K - $1.05M
|
228
$14.5K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
241New |
$12.3K - $14.1K
|
241
$15.4K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
384New |
$19.6K - $22.5K
|
384
$24.5K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
133New |
$6.78K - $7.79K
|
133
$8.48K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-850- 31.63% |
$43K - $49.2K
|
1.84K
$117K
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
192+ 2.7% |
$9.72K - $11.1K
|
7.31K
$466K
|
|
Q2 2024 | |||||||
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 0.08% |
$649 - $708
|
17.1K
$1.09M
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.2KNew |
$253K - $267K
|
5.2K
$332K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20Closed |
$972 - $1.03K
|
0
$0
|