Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.58M+ 161.47% |
$36.6M - $38.3M
|
2.56M
$61.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.3M+ 9.3% |
$30M - $31.4M
|
15.2M
$365M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
874KNew |
$20.3M - $21.2M
|
874K
$20.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
520K+ 8.09% |
$12.1M - $12.6M
|
6.95M
$166M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
363K+ 266.87% |
$8.42M - $8.81M
|
500K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
290K+ 13.21% |
$6.72M - $7.03M
|
2.49M
$59.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
187KNew |
$4.32M - $4.53M
|
187K
$4.47M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.4K+ 176.14% |
$1.28M - $1.34M
|
86.9K
$2.08M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.2K+ 16107.81% |
$955K - $1M
|
41.5K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$943K - $987K
|
40.7K
$974K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
20.4K+ 15.79% |
$473K - $495K
|
150K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20KNew |
$463K - $484K
|
20K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.1KNew |
$350K - $367K
|
15.1K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$259K - $271K
|
11.2K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.69KNew |
$225K - $235K
|
9.69K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
8.28K+ 4.22% |
$192K - $201K
|
204K
$4.89M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.36K+ 4.22% |
$171K - $179K
|
182K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
7K+ 26.46% |
$162K - $170K
|
33.5K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.06K+ 1.14% |
$70.9K - $74.3K
|
273K
$6.53M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.49K+ 33.94% |
$57.6K - $60.3K
|
9.81K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.48K+ 6.28% |
$57.4K - $60K
|
41.9K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.46K+ 74.5% |
$33.9K - $35.5K
|
3.43K
$82.1K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
977+ 9.89% |
$22.6K - $23.7K
|
10.9K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
970+ 1.48% |
$22.5K - $23.5K
|
66.5K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
575+ 3.98% |
$13.3K - $13.9K
|
15K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
441+ 4.84% |
$10.2K - $10.7K
|
9.55K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
264+ 24.63% |
$6.12K - $6.4K
|
1.34K
$32K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
66New |
$1.53K - $1.6K
|
66
$1.58K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
28+ 0.42% |
$649 - $679
|
6.71K
$161K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7+ 0.34% |
$162 - $170
|
2.09K
$50K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7- 0.04% |
$162 - $170
|
15.6K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-53- 0.23% |
$1.23K - $1.29K
|
23K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-117- 12.21% |
$2.71K - $2.84K
|
841
$20.1K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-407- 6.95% |
$9.43K - $9.87K
|
5.45K
$130K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-461- 19.35% |
$10.7K - $11.2K
|
1.92K
$46K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-650- 0.69% |
$15.1K - $15.8K
|
93.1K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-962- 2.1% |
$22.3K - $23.3K
|
44.8K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-968- 0.59% |
$22.4K - $23.5K
|
163K
$3.91M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.22K- 4.04% |
$28.3K - $29.6K
|
29K
$694K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.8K- 11.88% |
$41.7K - $43.6K
|
13.3K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.89K- 3.1% |
$43.8K - $45.8K
|
59K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-3.18K- 9.87% |
$73.6K - $77K
|
29K
$693K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.17K- 25.64% |
$143K - $150K
|
17.9K
$428K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.5K- 27.1% |
$151K - $158K
|
17.5K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.67K- 4.21% |
$155K - $162K
|
152K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.36K- 4.31% |
$170K - $178K
|
163K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.9K- 42.2% |
$369K - $386K
|
21.8K
$522K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.5K- 60.66% |
$405K - $424K
|
11.3K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37K- 18.78% |
$858K - $898K
|
160K
$3.83M
|