Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
171K+ 8.49% |
$3.99M - $4.07M
|
2.19M
$51.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
48.8K+ 2.48% |
$1.14M - $1.16M
|
2.02M
$47.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
33.2K+ 8.15% |
$773K - $790K
|
441K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.4K+ 61.72% |
$475K - $485K
|
53.4K
$1.25M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.7KNew |
$412K - $421K
|
17.7K
$415K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.6K+ 6.97% |
$386K - $394K
|
254K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.6K+ 6.97% |
$386K - $394K
|
254K
$5.95M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$348K - $355K
|
14.9K
$350K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
14.5KNew |
$337K - $344K
|
14.5K
$338K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 5.14% |
$289K - $295K
|
254K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.32K+ 9.21% |
$217K - $222K
|
111K
$2.59M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
7.73K+ 61.64% |
$180K - $184K
|
20.3K
$475K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.41K+ 47.49% |
$126K - $129K
|
16.8K
$394K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.54K+ 6.49% |
$106K - $108K
|
74.5K
$1.75M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.92K+ 1.41% |
$91.4K - $93.3K
|
282K
$6.61M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.65K+ 169.01% |
$85K - $86.8K
|
5.81K
$136K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.52K+ 3.31% |
$81.9K - $83.6K
|
110K
$2.57M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.75K+ 3.37% |
$40.8K - $41.6K
|
53.7K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.45K+ 13.36% |
$33.8K - $34.5K
|
12.3K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.32K+ 3.27% |
$30.7K - $31.3K
|
41.6K
$974K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.16K+ 6.63% |
$26.9K - $27.5K
|
18.6K
$435K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
939New |
$21.9K - $22.3K
|
939
$22K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
576+ 27.56% |
$13.4K - $13.7K
|
2.67K
$62.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
531New |
$12.4K - $12.6K
|
531
$12.4K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
505+ 6.11% |
$11.8K - $12K
|
8.77K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
280New |
$6.52K - $6.66K
|
280
$6.56K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
252+ 1.98% |
$5.87K - $5.99K
|
13K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
166New |
$3.87K - $3.95K
|
166
$3.89K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
124New |
$2.89K - $2.95K
|
124
$2.9K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 28.0% |
$326 - $333
|
64
$1.5K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
13+ 1.24% |
$303 - $309
|
1.06K
$24.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-141- 1.61% |
$3.28K - $3.35K
|
8.59K
$201K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-426- 0.54% |
$9.92K - $10.1K
|
78.7K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.16K- 3.78% |
$26.9K - $27.5K
|
29.4K
$689K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.17K- 1.12% |
$27.2K - $27.8K
|
103K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-1.59K- 1.04% |
$37K - $37.8K
|
151K
$3.53M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.66K- 25.16% |
$38.8K - $39.6K
|
4.95K
$116K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.03K- 17.57% |
$47.4K - $48.4K
|
9.54K
$223K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-4.18K- 3.39% |
$97.3K - $99.4K
|
119K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.43K- 99.51% |
$103K - $105K
|
22
$515
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5.86K- 38.44% |
$136K - $139K
|
9.38K
$220K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.23K- 37.86% |
$145K - $148K
|
10.2K
$239K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-7.21K- 17.65% |
$168K - $171K
|
33.6K
$787K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.05K- 20.57% |
$211K - $215K
|
34.9K
$818K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.87K- 35.81% |
$230K - $235K
|
17.7K
$415K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-10.1K- 11.17% |
$234K - $239K
|
80K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-10.6K- 25.6% |
$247K - $253K
|
30.9K
$723K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3K- 29.37% |
$264K - $269K
|
27.2K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.8K- 7.18% |
$298K - $304K
|
165K
$3.87M
|