Purchases and Sales Made in Q4 2024 in Flexshares Quality Dividend In (QDF)
This table provides information about the institutional ownership of Flexshares Quality Dividend In (QDF) during Q4 2024. The information is specifically focused on institutions that hold shares of FLEXSHARES QUALITY DIVIDEND IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
19K+ 4.62% |
$1.33M - $1.4M
|
429K
$31M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.18K+ 2.12% |
$153K - $161K
|
105K
$7.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
666+ 1.28% |
$46.9K - $49.2K
|
52.6K
$3.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
405+ 0.63% |
$28.5K - $29.9K
|
64.7K
$4.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
231New |
$16.3K - $17.1K
|
231
$16.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
122+ 0.67% |
$8.59K - $9.01K
|
18.3K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.79% |
$211 - $222
|
383
$27.6K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 0.01% |
$141 - $148
|
21.5K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.55% |
$3.52K - $3.69K
|
9.1K
$656K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50- 1.53% |
$3.52K - $3.69K
|
3.23K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-54- 13.37% |
$3.8K - $3.99K
|
350
$25.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-87- 0.07% |
$6.12K - $6.43K
|
128K
$9.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-242- 0.97% |
$17K - $17.9K
|
24.8K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-245- 2.09% |
$17.2K - $18.1K
|
11.5K
$826K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-340- 5.01% |
$23.9K - $25.1K
|
6.45K
$465K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-406- 8.9% |
$28.6K - $30K
|
4.16K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-428- 1.62% |
$30.1K - $31.6K
|
26K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-628- 15.94% |
$44.2K - $46.4K
|
3.31K
$239K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-822- 1.64% |
$57.9K - $60.7K
|
49.2K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.08K- 4.97% |
$146K - $154K
|
39.7K
$2.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-2.24K- 1.32% |
$157K - $165K
|
167K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.67K- 42.42% |
$681K - $714K
|
13.1K
$946K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-277K- 80.26% |
$19.5M - $20.4M
|
68K
$4.9M
|