Latest Institutional Sells of Flexshares Tr Disciplined Dura (MBSD)
This list provides information on the latest institutional transactions involving Flexshares Tr Disciplined Dura (MBSD) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-19.6K- 4.49% |
$395K - $414K
|
417K
$8.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.55K- 57.57% |
$91.5K - $96K
|
3.35K
$67.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.8K- 16.89% |
$56.4K - $59.2K
|
13.8K
$279K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-2.6K- 0.9% |
$52.3K - $54.8K
|
285K
$5.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 63.84% |
$42.7K - $44.8K
|
1.2K
$24.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.11K- 1.71% |
$22.3K - $23.4K
|
63.9K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-808- 4.81% |
$16.3K - $17.1K
|
16K
$323K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-150- 28.46% |
$3.02K - $3.17K
|
377
$7.61K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$20.1 - $21.1
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 15.92% |
$2.02K - $2.06K
|
528
$10.7K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-42- 13.86% |
$848 - $865
|
261
$5.27K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12.6K- 42.85% |
$244K - $260K
|
16.8K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.6K- 44.44% |
$31K - $33K
|
2K
$40.4K
|
|
| Q4 2022 | |||||||
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-14.4K- 27.49% |
$284K - $298K
|
38K
$766K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-311- 9.39% |
$6.15K - $6.45K
|
3K
$60.6K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-242KClosed |
$5.03M - $5.3M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.3KClosed |
$360K - $380K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-12.6KClosed |
$276K - $292K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.21KClosed |
$48.2K - $51K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-963Closed |
$21.1K - $22.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.08KClosed |
$210K - $213K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-504Closed |
$11.7K - $11.8K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-581K- 74.21% |
$13.7M - $13.8M
|
202K
$4.08M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.9KClosed |
$397K - $400K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-771Closed |
$18.1K - $18.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-21.3KClosed |
$506K - $518K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-59Closed |
$1.4K - $1.43K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 11, 2020
Q1 2020
|
Dearborn Partners LLC
|
SELL
|
- |
-21.3KClosed |
$498K - $513K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-15.1KClosed |
$354K - $358K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-25.7KClosed |
$582K - $589K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.73KClosed |
$175K - $177K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 06, 2018
Q3 2018
|
Lincoln National Corp
|
SELL
|
- |
-10.5KClosed |
$239K - $243K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-658Closed |
$15K - $15.3K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.6KClosed |
$246K - $251K
|
0
$0
|
|