Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24New |
$567 - $585
|
24
$576
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
16New |
$378 - $390
|
16
$384
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
13+ 0.08% |
$307 - $317
|
16K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.02% |
$118 - $122
|
31.1K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4+ 0.04% |
$94.4 - $97.5
|
9.1K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.32% |
$23.6 - $24.4
|
318
$7.64K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-83- 32.68% |
$1.96K - $2.02K
|
171
$4.11K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-110- 17.13% |
$2.6K - $2.68K
|
532
$12.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-131- 0.48% |
$3.09K - $3.19K
|
27.4K
$659K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-202- 19.18% |
$4.77K - $4.92K
|
851
$20.4K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-245- 3.9% |
$5.78K - $5.97K
|
6.03K
$145K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-375- 3.27% |
$8.85K - $9.14K
|
11.1K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-546- 15.4% |
$12.9K - $13.3K
|
3K
$72.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-674- 65.88% |
$15.9K - $16.4K
|
349
$8.38K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-744- 7.14% |
$17.6K - $18.1K
|
9.68K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1K- 22.95% |
$23.6K - $24.4K
|
3.36K
$80.7K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1K- 6.67% |
$23.6K - $24.4K
|
14K
$336K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.16K- 6.45% |
$27.4K - $28.3K
|
16.8K
$404K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.68K- 0.55% |
$39.7K - $41K
|
304K
$7.31M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.69K- 45.72% |
$39.9K - $41.2K
|
2.01K
$48.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.91K- 7.92% |
$45K - $46.4K
|
22.1K
$532K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.41K- 1.24% |
$56.9K - $58.8K
|
192K
$4.62M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.45K- 9.07% |
$57.9K - $59.8K
|
24.6K
$591K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.8K- 10.09% |
$89.6K - $92.5K
|
33.8K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.24K- 0.57% |
$100K - $103K
|
746K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.74K- 35.09% |
$136K - $140K
|
10.6K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8K- 44.06% |
$189K - $195K
|
10.2K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-8.11K- 5.93% |
$191K - $198K
|
129K
$3.09M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10K- 73.66% |
$236K - $244K
|
3.58K
$85.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.1K- 23.6% |
$309K - $319K
|
42.4K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-29.2K- 8.14% |
$690K - $713K
|
330K
$7.93M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-155K- 40.75% |
$3.66M - $3.77M
|
225K
$5.41M
|