Latest Institutional Transactions on Flexshares Morningstar Dev Mkt (TLTD)
This table provides information on the latest institutional transactions involving Flexshares Morningstar Dev Mkt (TLTD) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
404+ 5.31% |
$33.4K - $36K
|
8.01K
$721K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
511+ 21.63% |
$42.3K - $45.6K
|
2.87K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-54- 11.3% |
$4.47K - $4.82K
|
424
$38.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29- 0.5% |
$2.4K - $2.59K
|
5.82K
$524K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
72.6KNew |
$6.01M - $6.48M
|
72.6K
$6.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.67K+ 6.84% |
$717K - $773K
|
135K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-648- 0.14% |
$53.6K - $57.8K
|
461K
$41.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.09K+ 230.23% |
$752K - $811K
|
13K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.02KNew |
$581K - $626K
|
7.02K
$632K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 55.38% |
$1.06M - $1.14M
|
35.8K
$3.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
33.5K+ 0.87% |
$2.77M - $2.99M
|
3.9M
$351M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-324- 0.65% |
$26.8K - $28.9K
|
49.2K
$4.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
444+ 2.35% |
$36.7K - $39.6K
|
19.3K
$1.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-574- 0.84% |
$47.5K - $51.2K
|
68K
$6.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-389- 3.36% |
$32.2K - $34.7K
|
11.2K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-173- 2.78% |
$14.3K - $15.4K
|
6.05K
$545K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.49K+ 265.98% |
$371K - $400K
|
6.17K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-496- 99.8% |
$41K - $44.3K
|
1
$90
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-943- 11.16% |
$78K - $84.1K
|
7.51K
$676K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.98K- 38.12% |
$163K - $176K
|
3.21K
$289K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$116K - $125K
|
1.4K
$126K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-7.37K- 93.8% |
$610K - $658K
|
487
$43.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-325- 30.6% |
$26.9K - $29K
|
737
$66.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.42KNew |
$614K - $662K
|
7.42K
$668K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.55K- 12.13% |
$128K - $138K
|
11.2K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45+ 0.65% |
$3.72K - $4.01K
|
6.98K
$629K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 60.0% |
$1.24K - $1.34K
|
40
$3.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.95K- 24.69% |
$740K - $799K
|
27.3K
$2.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.8K+ 118.03% |
$1.39M - $1.5M
|
31K
$2.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3+ 0.08% |
$248 - $268
|
3.62K
$326K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25+ 0.51% |
$2.07K - $2.23K
|
4.92K
$443K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 4.24% |
$1.42M - $1.53M
|
422K
$38M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.39% |
$82.7 - $89.2
|
259
$23.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
22+ 0.56% |
$1.82K - $1.96K
|
3.95K
$355K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
17.2K+ 511.93% |
$1.42M - $1.54M
|
20.6K
$1.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 1.39% |
$2.81K - $3.03K
|
2.48K
$223K
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.6K+ 2.01% |
$215K - $232K
|
132K
$11.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
643New |
$53.2K - $57.4K
|
643
$57.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 0.94% |
$92.9K - $100K
|
120K
$10.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.48KNew |
$205K - $221K
|
2.48K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
358+ 14.09% |
$29.6K - $31.9K
|
2.9K
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.43K+ 23.87% |
$366K - $395K
|
23K
$2.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-25- 0.3% |
$2.07K - $2.23K
|
8.37K
$753K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.11% |
$67 - $83.5
|
882
$79.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60+ 0.63% |
$4.02K - $5.01K
|
9.62K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-168K- 94.01% |
$11.3M - $14M
|
10.7K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.88K- 45.43% |
$394K - $491K
|
7.06K
$636K
|
|
|
Aug 14, 2025
Q2 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-108- 0.78% |
$7.23K - $9.01K
|
13.7K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.63KNew |
$176K - $220K
|
2.63K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.04KNew |
$271K - $338K
|
4.04K
$364K
|
|