Latest Institutional Purchases of Flexshares Tr Morningstar Emer (TLTE)
This list provides information on the latest institutional transactions involving Flexshares Tr Morningstar Emer (TLTE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.7KNew |
$1.21M - $1.39M
|
23.7K
$1.26M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.4K+ 10.31% |
$1.09M - $1.25M
|
229K
$12.1M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 22.56% |
$542K - $624K
|
57.8K
$3.06M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.35KNew |
$222K - $255K
|
4.35K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.33K+ 16.59% |
$119K - $137K
|
16.4K
$866K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.63K+ 15.89% |
$82.8K - $95.3K
|
11.9K
$627K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.62K+ 32.14% |
$82.6K - $95K
|
6.67K
$353K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
732+ 13.22% |
$37.3K - $42.9K
|
6.27K
$331K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
695+ 94.69% |
$35.4K - $40.7K
|
1.43K
$75.6K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
578+ 91.6% |
$29.4K - $33.9K
|
1.21K
$63.9K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
542+ 2.58% |
$27.6K - $31.8K
|
21.5K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
426+ 58.68% |
$21.7K - $25K
|
1.15K
$60.9K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
384New |
$19.6K - $22.5K
|
384
$20.3K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
241New |
$12.3K - $14.1K
|
241
$12.7K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
133New |
$6.78K - $7.79K
|
133
$7.03K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
45+ 0.28% |
$2.29K - $2.64K
|
16.4K
$865K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 4.17% |
$153 - $176
|
75
$3.97K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
10KNew |
$506K - $579K
|
10K
$529K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.2KNew |
$60.8K - $69.6K
|
1.2K
$63.5K
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
192+ 2.7% |
$9.72K - $11.1K
|
7.31K
$386K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
29New |
$1.47K - $1.68K
|
29
$1.53K
|
|
Q2 2024 | |||||||
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 0.08% |
$649 - $708
|
17.1K
$903K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$49.9 - $54.5
|
1
$52.9
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
173KNew |
$8.4M - $8.89M
|
173K
$9.14M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.2KNew |
$253K - $267K
|
5.2K
$275K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
350New |
$17K - $18K
|
350
$18.5K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25KNew |
$1.15M - $1.29M
|
25K
$1.32M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18KNew |
$828K - $924K
|
18K
$950K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.77KNew |
$81.4K - $90.8K
|
1.77K
$93.4K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.38KNew |
$63.4K - $70.7K
|
1.38K
$72.7K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
158New |
$7.28K - $8.12K
|
158
$8.35K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46New |
$2.12K - $2.37K
|
46
$2.43K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
72New |
$3.43K - $3.74K
|
72
$3.81K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$143 - $156
|
3
$159
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
883New |
$41.7K - $44.5K
|
883
$46.7K
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
429New |
$20.2K - $21.6K
|
429
$22.7K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
214New |
$10.1K - $10.8K
|
214
$11.3K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
18.1KNew |
$844K - $941K
|
18.1K
$956K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.81KNew |
$271K - $302K
|
5.81K
$307K
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
150New |
$6.25K - $7.23K
|
150
$7.93K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
23New |
$959 - $1.11K
|
23
$1.22K
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
205New |
$8.7K - $10.3K
|
205
$10.8K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.73K+ 238.54% |
$279K - $329K
|
8.14K
$430K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.11KNew |
$200K - $236K
|
4.11K
$217K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
147+ 1.99% |
$7.16K - $8.43K
|
7.55K
$399K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
20New |
$974 - $1.15K
|
20
$1.06K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
224New |
$11.6K - $13.7K
|
224
$11.8K
|
|
Q1 2020 | |||||||
Apr 17, 2020
Q1 2020
|
Allworth Financial LP
|
BUY
|
- |
1.04KNew |
$35.6K - $56.5K
|
1.04K
$55K
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.97KNew |
$242K - $274K
|
4.97K
$263K
|