Latest Institutional Transactions on Flexshares Quality Div Defensi (QDEF)
This table provides information on the latest institutional transactions involving Flexshares Quality Div Defensi (QDEF) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17+ 0.21% |
$1.19K - $1.25K
|
8.25K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
4.35K+ 100.0% |
$306K - $321K
|
8.7K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.37K+ 22.07% |
$96.1K - $101K
|
7.57K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-580- 4.59% |
$40.7K - $42.8K
|
12.1K
$872K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.13K+ 29.2% |
$290K - $304K
|
18.3K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.5K- 0.35% |
$804K - $844K
|
3.29M
$238M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.4K- 40.42% |
$869K - $913K
|
18.2K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
387+ 4.67% |
$27.2K - $28.5K
|
8.67K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-833- 15.54% |
$58.5K - $61.4K
|
4.53K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$225K - $236K
|
3.2K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.9K+ 5.6% |
$133K - $140K
|
35.8K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.4K- 56.71% |
$803K - $844K
|
8.73K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
776New |
$54.5K - $57.2K
|
776
$56.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
342+ 1.02% |
$24K - $25.2K
|
34K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.18K- 28.16% |
$82.9K - $87K
|
3.01K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7- 0.08% |
$492 - $516
|
8.43K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-708- 2.48% |
$49.7K - $52.2K
|
27.8K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
708+ 4.48% |
$49.7K - $52.2K
|
16.5K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
86+ 0.47% |
$6.04K - $6.34K
|
18.4K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
43+ 0.18% |
$3.02K - $3.17K
|
24K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
386+ 16.07% |
$27.1K - $28.5K
|
2.79K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.11% |
$351 - $369
|
4.69K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-42.6KClosed |
$2.99M - $3.14M
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126- 99.21% |
$8.85K - $9.29K
|
1
$72.3
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-150- 2.0% |
$10.5K - $11.1K
|
7.37K
$533K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.58K+ 1.05% |
$111K - $116K
|
152K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.73K+ 12.17% |
$262K - $275K
|
34.4K
$2.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
324+ 4.91% |
$22.8K - $23.9K
|
6.93K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.72K- 38.8% |
$612K - $643K
|
13.8K
$995K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
700New |
$49.2K - $51.6K
|
700
$50.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.1K- 21.11% |
$76.9K - $80.7K
|
4.09K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-385- 11.16% |
$27K - $28.4K
|
3.07K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-353- 4.88% |
$24.8K - $26K
|
6.87K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
38+ 1.3% |
$2.67K - $2.8K
|
2.96K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.7K- 36.56% |
$119K - $125K
|
2.95K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.17K- 21.3% |
$152K - $160K
|
8.02K
$580K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-746- 4.53% |
$52.4K - $55K
|
15.7K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.9KNew |
$3.5M - $3.68M
|
49.9K
$3.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.23K+ 49.0% |
$86.4K - $90.7K
|
3.74K
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
12+ 0.57% |
$843 - $885
|
2.11K
$153K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-205- 1.5% |
$14.4K - $15.1K
|
13.4K
$972K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.38KNew |
$237K - $249K
|
3.38K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
885+ 10.43% |
$62.1K - $65.3K
|
9.37K
$677K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
234+ 1.82% |
$16.4K - $17.3K
|
13.1K
$947K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
25+ 0.21% |
$1.76K - $1.84K
|
12K
$869K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.69K- 8.68% |
$119K - $125K
|
17.8K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$70.2 - $73.7
|
6.68K
$483K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
20.5KNew |
$1.44M - $1.51M
|
20.5K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-500- 7.6% |
$35.1K - $36.9K
|
6.08K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.41K+ 3.9% |
$169K - $177K
|
64.1K
$4.63M
|