Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.03M+ 46.18% |
$47.1M - $49M
|
6.43M
$152M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
161K+ 3.8% |
$3.73M - $3.88M
|
4.4M
$104M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
52.3K+ 36.39% |
$1.21M - $1.26M
|
196K
$4.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
45.8KNew |
$1.06M - $1.1M
|
45.8K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
16.8KNew |
$389K - $405K
|
16.8K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
11.8KNew |
$274K - $285K
|
11.8K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.02K+ 9.63% |
$46.8K - $48.7K
|
23K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
581New |
$13.5K - $14K
|
581
$13.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.77K- 2.87% |
$64.2K - $66.8K
|
93.7K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.31K- 8.02% |
$123K - $128K
|
60.9K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-12.3K- 15.84% |
$286K - $297K
|
65.5K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-76.3K- 70.35% |
$1.77M - $1.84M
|
32.2K
$758K
|