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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
105KNew |
$4.91M - $6.14M
|
105K
$6.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.74KNew |
$316K - $395K
|
6.74K
$404K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.59K- 98.89% |
$128K - $141K
|
29
$1.74K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
33.1KNew |
$1.64M - $1.8M
|
33.1K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-10- 2.97% |
$495 - $545
|
327
$19.6K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-34.3K- 87.62% |
$1.7M - $1.87M
|
4.85K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-703- 61.02% |
$34.8K - $38.3K
|
449
$26.9K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-495- 3.02% |
$24.5K - $27K
|
15.9K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
826+ 3.48% |
$40.9K - $45K
|
24.6K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.42K- 21.22% |
$70.1K - $77K
|
5.25K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.75K- 26.68% |
$285K - $313K
|
15.8K
$947K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
360+ 5.74% |
$17.8K - $19.6K
|
6.63K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.17K+ 12.4% |
$355K - $390K
|
65K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.8K- 38.42% |
$337K - $370K
|
10.9K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.53K- 73.84% |
$274K - $301K
|
1.96K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
7.14K+ 87.27% |
$354K - $389K
|
15.3K
$919K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
131K+ 3.92% |
$6.5M - $7.14M
|
3.47M
$208M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.37K+ 854.37% |
$67.7K - $74.4K
|
1.53K
$91.5K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.43K- 23.65% |
$120K - $132K
|
7.85K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
92+ 6.44% |
$4.56K - $5.01K
|
1.52K
$91.2K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-215- 1.12% |
$10.7K - $11.7K
|
18.9K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.53K+ 22.8% |
$75.7K - $83.2K
|
8.23K
$493K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.64K+ 13.84% |
$81.3K - $89.4K
|
13.5K
$809K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.14K- 23.81% |
$304K - $334K
|
19.6K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
63+ 5.21% |
$3.12K - $3.43K
|
1.27K
$76.3K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-767- 2.96% |
$38K - $41.8K
|
25.2K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
118+ 157.33% |
$5.85K - $6.43K
|
193
$11.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.97K+ 2.61% |
$296K - $325K
|
235K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-300- 1.54% |
$14.9K - $16.3K
|
19.2K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-333- 3.33% |
$16.5K - $18.1K
|
9.67K
$580K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$248 - $272
|
5
$300
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-90- 7.49% |
$4.46K - $4.9K
|
1.11K
$66.7K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-759- 15.4% |
$38.7K - $44.5K
|
4.17K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-99.2K- 76.62% |
$5.05M - $5.81M
|
30.3K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.33K+ 16.59% |
$119K - $137K
|
16.4K
$982K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18K- 98.75% |
$915K - $1.05M
|
228
$13.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
241New |
$12.3K - $14.1K
|
241
$14.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
384New |
$19.6K - $22.5K
|
384
$23K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.35KNew |
$222K - $255K
|
4.35K
$261K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
133New |
$6.78K - $7.79K
|
133
$7.97K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-850- 31.63% |
$43K - $49.2K
|
1.84K
$110K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
192+ 2.7% |
$9.72K - $11.1K
|
7.31K
$438K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$49.9 - $54.5
|
1
$60
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 0.08% |
$649 - $708
|
17.1K
$1.02M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.2KNew |
$253K - $267K
|
5.2K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20Closed |
$972 - $1.03K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
350New |
$17K - $18K
|
350
$21K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-12.1K- 50.19% |
$587K - $621K
|
12K
$718K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
173KNew |
$8.4M - $8.89M
|
173K
$10.4M
|
|