Purchases and Sales Made in Q1 2022 in Flexshares Tr Iboxx 5 Yr Targe (TDTF)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 5 Yr Targe (TDTF) during Q1 2022. The information is specifically focused on institutions that hold shares of FLEXSHARES TR IBOXX 5 YR TARGE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.28M+ 25.81% |
$61.3M - $64.1M
|
11.1M
$261M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.47M+ 31.37% |
$39.5M - $41.3M
|
6.16M
$144M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
409K+ 4672.27% |
$11M - $11.5M
|
418K
$9.78M
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
322K+ 140.32% |
$8.64M - $9.02M
|
551K
$12.9M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
185K+ 58.18% |
$4.96M - $5.19M
|
503K
$11.8M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
153K+ 41.18% |
$4.1M - $4.28M
|
523K
$12.3M
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
108KNew |
$2.91M - $3.04M
|
108K
$2.54M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
77.7KNew |
$2.09M - $2.18M
|
77.7K
$1.82M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.7K+ 195.7% |
$1.01M - $1.06M
|
57K
$1.33M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36K+ 160.55% |
$968K - $1.01M
|
58.5K
$1.37M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33.8KNew |
$907K - $947K
|
33.8K
$791K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
32.2KNew |
$865K - $903K
|
32.2K
$754K
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.9KNew |
$856K - $894K
|
31.9K
$746K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
31.6K+ 3.68% |
$848K - $886K
|
890K
$20.8M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.2K+ 250.33% |
$812K - $849K
|
42.3K
$991K
|
|
May 06, 2022
Q1 2022
|
Kendall Capital Management
|
BUY
|
- |
22.5K+ 12.04% |
$605K - $632K
|
210K
$4.91M
|
|
Apr 12, 2022
Q1 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
20.8K+ 2.56% |
$559K - $584K
|
833K
$19.5M
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
20.4K+ 7.91% |
$547K - $571K
|
278K
$6.5M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.4K+ 260.6% |
$522K - $546K
|
26.9K
$630K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.3KNew |
$465K - $486K
|
17.3K
$406K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.6K+ 3.46% |
$445K - $464K
|
495K
$11.6M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16KNew |
$431K - $450K
|
16K
$375K
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
11.7KNew |
$314K - $328K
|
11.7K
$274K
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
11.5KNew |
$309K - $323K
|
11.5K
$269K
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
9.9KNew |
$266K - $278K
|
9.9K
$232K
|
|
Apr 27, 2022
Q1 2022
|
Vera Bank, N.A.
|
BUY
|
- |
9.07K+ 5.12% |
$244K - $254K
|
186K
$4.36M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
8.29K+ 2.55% |
$223K - $233K
|
334K
$7.81M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.16K+ 20.04% |
$219K - $229K
|
48.9K
$1.14M
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
7.93K+ 13.36% |
$213K - $223K
|
67.3K
$1.58M
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.82K+ 8.72% |
$156K - $163K
|
72.5K
$1.7M
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
3.82K+ 4.12% |
$103K - $107K
|
96.6K
$2.26M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.65K+ 44.43% |
$97.9K - $102K
|
11.8K
$277K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.06K+ 22.92% |
$55.2K - $57.7K
|
11K
$258K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.07KNew |
$28.7K - $29.9K
|
1.07K
$25K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
1K+ 100.0% |
$26.9K - $28.1K
|
2K
$46.8K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
924+ 27.45% |
$24.8K - $25.9K
|
4.29K
$100K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
740New |
$19.9K - $20.8K
|
740
$17.3K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
649New |
$17.4K - $18.2K
|
649
$15.2K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
617+ 6.73% |
$16.6K - $17.3K
|
9.79K
$229K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
218+ 2.78% |
$5.86K - $6.12K
|
8.05K
$189K
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
100+ 0.09% |
$2.69K - $2.81K
|
117K
$2.74M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
2+ 0.65% |
$53.7 - $56.1
|
311
$7.28K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.16% |
$26.9 - $28.1
|
646
$15.1K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24- 0.09% |
$645 - $673
|
26.8K
$627K
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-65Closed |
$1.75K - $1.82K
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-160- 0.03% |
$4.3K - $4.49K
|
472K
$11M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-895- 3.34% |
$24K - $25.1K
|
25.9K
$607K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.17K- 12.74% |
$31.5K - $32.9K
|
8.02K
$188K
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-5.53K- 1.82% |
$149K - $155K
|
299K
$7M
|