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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-406- 8.9% |
$28.6K - $30K
|
4.16K
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-54- 13.37% |
$3.8K - $3.99K
|
350
$27.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.79% |
$211 - $222
|
383
$30.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
15KNew |
$982K - $1.08M
|
15K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3KNew |
$196K - $215K
|
3K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.36KNew |
$220K - $241K
|
3.36K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.43K- 33.41% |
$93.3K - $102K
|
2.84K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.3KNew |
$150K - $165K
|
2.3K
$182K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.94% |
$65.4 - $71.7
|
107
$8.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-578- 3.19% |
$37.8K - $41.4K
|
17.6K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.35K- 4.65% |
$88.1K - $96.6K
|
27.6K
$2.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-88- 1.2% |
$5.75K - $6.31K
|
7.26K
$577K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3KNew |
$196K - $215K
|
3K
$238K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
306New |
$19K - $20.6K
|
306
$24.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
301+ 0.41% |
$18.7K - $20.3K
|
73.8K
$5.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.68K- 5.96% |
$415K - $450K
|
105K
$8.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$315K - $342K
|
5.07K
$403K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-486- 13.05% |
$30.2K - $32.8K
|
3.24K
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.81K- 5.53% |
$112K - $122K
|
30.9K
$2.45M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
972New |
$60.4K - $65.6K
|
972
$77.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
106New |
$6.58K - $7.15K
|
106
$8.42K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
37New |
$2.3K - $2.5K
|
37
$2.94K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-150- 0.5% |
$9.32K - $10.1K
|
30.1K
$2.39M
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
325+ 49.54% |
$19.6K - $21.4K
|
981
$78K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.2K- 50.0% |
$193K - $211K
|
3.2K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
685New |
$41.4K - $45.1K
|
685
$54.4K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-139- 23.52% |
$8.4K - $9.16K
|
452
$35.9K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.36KNew |
$264K - $287K
|
4.36K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
22+ 0.22% |
$1.33K - $1.45K
|
9.97K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
235New |
$14.2K - $15.5K
|
235
$18.7K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-400- 11.49% |
$24.2K - $26.4K
|
3.08K
$245K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.24KNew |
$196K - $213K
|
3.24K
$257K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.16KNew |
$191K - $208K
|
3.16K
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.13KNew |
$189K - $206K
|
3.13K
$248K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.08K- 24.58% |
$65.1K - $71K
|
3.31K
$263K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.16K- 95.86% |
$70K - $76.3K
|
50
$3.97K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.25KNew |
$196K - $214K
|
3.25K
$258K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-150- 14.69% |
$9.07K - $9.89K
|
871
$69.2K
|
|
| Q4 2023 | |||||||
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.26KNew |
$67.3K - $77.8K
|
1.26K
$99.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.83KNew |
$205K - $237K
|
3.83K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.29KNew |
$176K - $204K
|
3.29K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
700New |
$37.5K - $43.4K
|
700
$55.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
4.15K+ 6.8% |
$222K - $257K
|
65.1K
$5.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-52- 4.33% |
$2.78K - $3.22K
|
1.15K
$91.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.17KNew |
$223K - $258K
|
4.17K
$332K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.86% |
$268 - $310
|
586
$46.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.26KNew |
$282K - $326K
|
5.26K
$418K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
4.06KNew |
$217K - $251K
|
4.06K
$323K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
86New |
$4.6K - $5.33K
|
86
$6.84K
|
|
| Q3 2023 | |||||||
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-207Closed |
$11.5K - $12.4K
|
0
$0
|
|