Purchases and Sales Made in Q1 2023 in Flexshares Tr Iboxx 3 Yr Targe (TDTT)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 3 Yr Targe (TDTT) during Q1 2023. The information is specifically focused on institutions that hold shares of FLEXSHARES TR IBOXX 3 YR TARGE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$23.4 - $24.2
|
10.6K
$252K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10- 3.69% |
$234 - $242
|
261
$6.2K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-194- 16.15% |
$4.55K - $4.69K
|
1.01K
$23.9K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-197- 1.25% |
$4.62K - $4.76K
|
15.6K
$371K
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-201- 1.29% |
$4.71K - $4.86K
|
15.3K
$364K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-226- 0.23% |
$5.3K - $5.46K
|
97.5K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-381- 0.57% |
$8.93K - $9.21K
|
66.2K
$1.57M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-388- 0.22% |
$9.09K - $9.38K
|
179K
$4.25M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-500- 11.11% |
$11.7K - $12.1K
|
4K
$95K
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-502- 4.36% |
$11.8K - $12.1K
|
11K
$262K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-700- 0.61% |
$16.4K - $16.9K
|
114K
$2.7M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-832- 62.6% |
$19.5K - $20.1K
|
497
$11.8K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 49.85% |
$36.2K - $37.3K
|
1.55K
$36.9K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.7K- 12.3% |
$39.7K - $41K
|
12.1K
$287K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.97K- 16.41% |
$46.2K - $47.7K
|
10.1K
$239K
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.04K- 2.66% |
$47.8K - $49.3K
|
74.8K
$1.78M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.14K- 2.21% |
$50K - $51.6K
|
94.4K
$2.24M
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-2.32K- 0.79% |
$54.3K - $56K
|
292K
$6.93M
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-2.57K- 2.59% |
$60.2K - $62.1K
|
96.5K
$2.29M
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-2.63K- 0.6% |
$61.7K - $63.6K
|
433K
$10.3M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.71K- 2.12% |
$63.4K - $65.4K
|
125K
$2.97M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.5K- 13.73% |
$82K - $84.6K
|
22K
$523K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.19K- 57.48% |
$145K - $150K
|
4.58K
$109K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.43K- 3.57% |
$151K - $155K
|
174K
$4.12M
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.04K- 10.68% |
$188K - $194K
|
67.3K
$1.6M
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 26.59% |
$247K - $254K
|
29.1K
$690K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13.1K- 20.62% |
$307K - $317K
|
50.4K
$1.2M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.1K- 7.26% |
$308K - $317K
|
168K
$3.99M
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-16.7K- 62.14% |
$392K - $405K
|
10.2K
$242K
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-18.3K- 31.01% |
$428K - $441K
|
40.6K
$965K
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-19.3K- 22.72% |
$451K - $466K
|
65.5K
$1.56M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22K- 46.08% |
$516K - $533K
|
25.8K
$613K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.1K- 4.13% |
$589K - $608K
|
584K
$13.9M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-28.9K- 61.45% |
$677K - $698K
|
18.1K
$430K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38K- 34.5% |
$890K - $918K
|
72.1K
$1.71M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.7K- 12.51% |
$1M - $1.03M
|
299K
$7.09M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106K- 40.6% |
$2.48M - $2.56M
|
155K
$3.68M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-173K- 82.51% |
$4.06M - $4.19M
|
36.7K
$873K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-201K- 72.19% |
$4.71M - $4.86M
|
77.5K
$1.84M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-213K- 92.45% |
$4.99M - $5.14M
|
17.4K
$413K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-388K- 86.31% |
$9.1M - $9.39M
|
61.6K
$1.46M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-434K- 95.05% |
$10.2M - $10.5M
|
22.6K
$537K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.07M- 1.68% |
$25.1M - $25.8M
|
62.7M
$1.49B
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.2M- 99.55% |
$51.4M - $53.1M
|
9.85K
$234K
|