Latest Institutional Transactions on Flexshares Tr Disciplined Dura (MBSD)
This table provides information on the latest institutional transactions involving Flexshares Tr Disciplined Dura (MBSD) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.32K- 41.02% |
$190K - $196K
|
13.4K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
33.8K+ 4.05% |
$690K - $710K
|
867K
$18.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.3K+ 4.87% |
$271K - $279K
|
285K
$5.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.88K+ 3.96% |
$38.4K - $39.5K
|
49.3K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
811New |
$16.6K - $17K
|
811
$16.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60+ 0.72% |
$1.23K - $1.26K
|
8.44K
$176K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.26K+ 22.35% |
$148K - $153K
|
39.7K
$828K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
464New |
$9.48K - $9.75K
|
464
$9.67K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.4 - $21
|
1
$20.9
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-61.2K- 65.6% |
$1.25M - $1.29M
|
32.1K
$670K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.42K- 1.48% |
$90.4K - $93K
|
294K
$6.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.1K- 11.71% |
$63.3K - $65.2K
|
23.4K
$488K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.07K+ 7.2% |
$21.8K - $22.4K
|
15.9K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.94% |
$204 - $210
|
1.08K
$22.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
284+ 0.95% |
$5.8K - $5.97K
|
30.1K
$627K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
167+ 0.22% |
$3.41K - $3.51K
|
75.2K
$1.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.41K+ 15.43% |
$90.1K - $92.7K
|
33K
$688K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
54.4K+ 23.33% |
$1.11M - $1.14M
|
287K
$5.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.1K- 8.2% |
$42.9K - $44.1K
|
23.5K
$490K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.92K+ 0.83% |
$59.6K - $61.3K
|
352K
$7.34M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-22.9K- 6.4% |
$468K - $482K
|
335K
$6.99M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
347+ 4.28% |
$7.09K - $7.29K
|
8.46K
$176K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2K+ 162.6% |
$40.6K - $41.6K
|
3.23K
$67.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.69% |
$81.2 - $83.3
|
579
$12.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-48- 30.77% |
$974 - $999
|
108
$2.25K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.3K+ 103.04% |
$371K - $380K
|
36K
$751K
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
45.5K+ 17.25% |
$911K - $941K
|
309K
$6.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-569- 31.59% |
$11.4K - $11.8K
|
1.23K
$25.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-10.9K- 68.37% |
$219K - $226K
|
5.06K
$105K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.53K+ 11.42% |
$191K - $197K
|
93K
$1.94M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.3K- 48.46% |
$267K - $278K
|
14.1K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.63K+ 2.32% |
$32.9K - $34.3K
|
71.9K
$1.5M
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
850New |
$17.1K - $17.9K
|
850
$17.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.57K+ 15.31% |
$71.8K - $75.4K
|
26.9K
$560K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
166New |
$3.3K - $3.39K
|
166
$3.46K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.6KNew |
$395K - $404K
|
19.6K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 15.92% |
$2.02K - $2.06K
|
528
$11K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.7KNew |
$297K - $303K
|
14.7K
$307K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.6K- 44.44% |
$31K - $33K
|
2K
$41.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12.6K- 42.85% |
$244K - $260K
|
16.8K
$351K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.8KNew |
$700K - $727K
|
34.8K
$726K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13New |
$257 - $270
|
13
$271
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.47KNew |
$29.1K - $30.5K
|
1.47K
$30.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
752New |
$14.9K - $15.6K
|
752
$15.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-311- 9.39% |
$6.15K - $6.45K
|
3K
$62.6K
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-14.4K- 27.49% |
$284K - $298K
|
38K
$791K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
670New |
$13.4K - $14.5K
|
670
$14K
|
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.4K+ 1.21% |
$27.9K - $30.1K
|
117K
$2.43M
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-242KClosed |
$5.03M - $5.3M
|
0
$0
|
|