Latest Institutional Transactions on Flexshares Quality Dividend In (QDF)
This table provides information on the latest institutional transactions involving Flexshares Quality Dividend In (QDF) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-636- 5.31% |
$38.2K - $46.5K
|
11.4K
$902K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.88KNew |
$172K - $210K
|
2.88K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.25KNew |
$75K - $91.5K
|
1.25K
$99.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1- 0.15% |
$60 - $73.2
|
658
$52.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.11K- 20.69% |
$127K - $155K
|
8.1K
$643K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
43New |
$2.58K - $3.15K
|
43
$3.42K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-265- 2.52% |
$15.9K - $19.4K
|
10.3K
$816K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.61K- 45.93% |
$96.5K - $118K
|
1.89K
$150K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.22KNew |
$133K - $162K
|
2.22K
$176K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
12+ 12.24% |
$720 - $878
|
110
$8.74K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
426+ 8.86% |
$25.6K - $31.2K
|
5.23K
$416K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-17.6K- 95.74% |
$1.06M - $1.29M
|
783
$62.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22New |
$1.32K - $1.61K
|
22
$1.75K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3KNew |
$180K - $220K
|
3K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 5.56% |
$12K - $14.6K
|
3.4K
$270K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
110New |
$7.39K - $8.07K
|
110
$8.74K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.3K- 13.41% |
$1.3M - $1.42M
|
125K
$9.91M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1- 0.43% |
$67.2 - $73.4
|
230
$18.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.2KNew |
$148K - $161K
|
2.2K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
18.2KNew |
$1.23M - $1.34M
|
18.2K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-24.3K- 72.54% |
$1.63M - $1.78M
|
9.2K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.82KNew |
$324K - $353K
|
4.82K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.12KNew |
$210K - $229K
|
3.12K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-44- 10.11% |
$2.96K - $3.23K
|
391
$31.1K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.44K+ 82.9% |
$298K - $326K
|
9.79K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
55+ 1.8% |
$3.7K - $4.04K
|
3.12K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$33.6K - $36.7K
|
500
$39.7K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.26KNew |
$84.5K - $92.2K
|
1.26K
$99.9K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.5KNew |
$370K - $404K
|
5.5K
$437K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-150- 6.38% |
$10.1K - $11K
|
2.2K
$175K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.42K- 11.23% |
$162K - $177K
|
19.1K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.97KNew |
$200K - $218K
|
2.97K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-30- 11.76% |
$2.02K - $2.2K
|
225
$17.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.24KNew |
$83.2K - $90.8K
|
1.24K
$98.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
52+ 1.9% |
$3.49K - $3.82K
|
2.79K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-1.29K- 8.11% |
$86.6K - $94.6K
|
14.6K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-615- 9.99% |
$41.3K - $45.1K
|
5.54K
$440K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.1KNew |
$208K - $227K
|
3.1K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-1K- 11.11% |
$67.2K - $73.4K
|
8K
$636K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29- 0.83% |
$1.95K - $2.13K
|
3.45K
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-835- 12.94% |
$56.1K - $61.3K
|
5.62K
$446K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-6.87K- 10.1% |
$462K - $504K
|
61.2K
$4.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-55.4K- 98.54% |
$3.72M - $4.06M
|
822
$65.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
91+ 32.5% |
$6.11K - $6.68K
|
371
$29.5K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.81K- 51.37% |
$409K - $429K
|
5.5K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
158+ 0.68% |
$11.1K - $11.7K
|
23.5K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.07KNew |
$216K - $226K
|
3.07K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.2KNew |
$225K - $236K
|
3.2K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-628- 15.94% |
$44.2K - $46.4K
|
3.31K
$263K
|
|