Latest Institutional Purchases of Flexshares Quality Div Defensi (QDEF)
This list provides information on the latest institutional transactions involving Flexshares Quality Div Defensi (QDEF) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.1% |
$585 - $642
|
9.58K
$692K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
18.8KNew |
$985K - $1.11M
|
18.8K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3.5KNew |
$184K - $208K
|
3.5K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
403+ 98.77% |
$21.1K - $23.9K
|
811
$58.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
323New |
$16.9K - $19.2K
|
323
$23.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
271New |
$14.2K - $16.1K
|
271
$19.6K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.65KNew |
$143K - $154K
|
2.65K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
534New |
$28.8K - $30.9K
|
534
$38.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$216 - $232
|
4
$289
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
300New |
$15.8K - $16.8K
|
300
$21.7K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
63.5KNew |
$3.19M - $3.44M
|
63.5K
$4.59M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
2.28KNew |
$115K - $123K
|
2.28K
$165K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
605New |
$30.4K - $32.8K
|
605
$43.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
186New |
$9.36K - $10.1K
|
186
$13.4K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2+ 0.31% |
$101 - $108
|
642
$46.4K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$4.62K - $5.38K
|
100
$7.23K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$131K - $157K
|
2.86K
$207K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
534New |
$24.5K - $29.3K
|
534
$38.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.85% |
$45.9 - $54.9
|
119
$8.6K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
887New |
$42.6K - $50.6K
|
887
$64.1K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
24.4KNew |
$1.3M - $1.45M
|
24.4K
$1.76M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.16KNew |
$61.7K - $68.6K
|
1.16K
$83.8K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
500New |
$26.6K - $29.7K
|
500
$36.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
257New |
$13.6K - $15.3K
|
257
$18.6K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
1New |
$47.3 - $51.2
|
1
$72.3
|
|
| Q3 2020 | |||||||
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$41.8K - $46.6K
|
1K
$72.3K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$72.3
|
|