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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 0.41% |
$1.04K - $1.12K
|
3.42K
$274K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
2.66KNew |
$198K - $213K
|
2.66K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10.4K- 40.44% |
$772K - $830K
|
15.3K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
15+ 0.4% |
$1.12K - $1.2K
|
3.74K
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.04K+ 33.97% |
$375K - $403K
|
19.9K
$1.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.87KNew |
$734K - $789K
|
9.87K
$789K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.41% |
$893 - $960
|
2.94K
$235K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
1.41K+ 8.21% |
$105K - $113K
|
18.6K
$1.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-16- 0.02% |
$1.19K - $1.28K
|
88.3K
$7.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
65+ 0.57% |
$4.84K - $5.2K
|
11.4K
$910K
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-410- 1.56% |
$30.5K - $32.8K
|
25.8K
$2.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-500- 11.13% |
$37.2K - $40K
|
3.99K
$319K
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
994+ 1.47% |
$74K - $79.5K
|
68.6K
$5.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50New |
$3.72K - $4K
|
50
$4K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-24.3K- 38.04% |
$1.81M - $1.94M
|
39.6K
$3.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
333+ 72.23% |
$24.8K - $26.6K
|
794
$63.5K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
89+ 2.89% |
$6.62K - $7.12K
|
3.17K
$253K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.28K+ 5.26% |
$79.8K - $94.5K
|
25.6K
$2.04M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
2.97KNew |
$186K - $220K
|
2.97K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
700New |
$43.8K - $51.8K
|
700
$56K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
49.1K+ 4554.87% |
$3.07M - $3.63M
|
50.1K
$4.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
125+ 4.48% |
$7.81K - $9.26K
|
2.91K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-411- 42.28% |
$25.7K - $30.4K
|
561
$44.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
50+ 6.44% |
$3.13K - $3.7K
|
826
$66.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-350- 35.0% |
$21.9K - $25.9K
|
650
$52K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-211- 6.88% |
$13.2K - $15.6K
|
2.85K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
105New |
$6.56K - $7.78K
|
105
$8.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.37KNew |
$461K - $546K
|
7.37K
$589K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.36KNew |
$231K - $245K
|
3.36K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.2KNew |
$564K - $598K
|
8.2K
$656K
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-4.35K- 50.0% |
$299K - $317K
|
4.35K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-104- 2.94% |
$7.16K - $7.59K
|
3.43K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
14.8KNew |
$1.02M - $1.08M
|
14.8K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$344K - $364K
|
5K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
527New |
$36.3K - $38.4K
|
527
$42.1K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.8KNew |
$953K - $1.01M
|
13.8K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
23.3KNew |
$1.6M - $1.7M
|
23.3K
$1.86M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$225K - $236K
|
3.2K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-42.6KClosed |
$2.99M - $3.14M
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
700New |
$49.2K - $51.6K
|
700
$56K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.69K- 8.68% |
$119K - $125K
|
17.8K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.66% |
$281 - $295
|
610
$48.8K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
235New |
$15.3K - $16.8K
|
235
$18.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
329New |
$21.4K - $23.5K
|
329
$26.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.88KNew |
$187K - $206K
|
2.88K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-566- 33.65% |
$36.9K - $40.5K
|
1.12K
$89.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.01KNew |
$261K - $287K
|
4.01K
$321K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.82KNew |
$184K - $202K
|
2.82K
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.06% |
$130 - $143
|
3.38K
$270K
|
|