Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
45K+ 11.95% |
$1.08M - $1.1M
|
421K
$10.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
40.4K+ 6.29% |
$969K - $987K
|
684K
$16.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
20.9K+ 18.74% |
$500K - $509K
|
132K
$3.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
20KNew |
$479K - $488K
|
20K
$485K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.5K+ 1.34% |
$468K - $477K
|
1.47M
$35.8M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
10.8KNew |
$258K - $263K
|
10.8K
$261K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$229K - $233K
|
9.54K
$232K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.47K+ 13.37% |
$131K - $134K
|
46.4K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.93KNew |
$118K - $120K
|
4.93K
$120K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.5K+ 0.39% |
$108K - $110K
|
1.16M
$28.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.52K+ 0.69% |
$84.2K - $85.8K
|
512K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.72K+ 16.95% |
$65.1K - $66.4K
|
18.8K
$455K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.42K+ 6.36% |
$58.1K - $59.1K
|
40.5K
$984K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.4K+ 714.58% |
$57.5K - $58.6K
|
2.74K
$66.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
2.12K+ 15.99% |
$50.9K - $51.8K
|
15.4K
$374K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
1.5KNew |
$36K - $36.7K
|
1.5K
$36.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.44K+ 5.43% |
$34.5K - $35.2K
|
28K
$679K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$24.7K - $25.2K
|
1.03K
$25K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
896New |
$21.5K - $21.9K
|
896
$21.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
690+ 2.25% |
$16.5K - $16.8K
|
31.3K
$760K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
320+ 0.98% |
$7.67K - $7.81K
|
33.1K
$804K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
198+ 1.54% |
$4.74K - $4.83K
|
13K
$317K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
197New |
$4.72K - $4.81K
|
197
$4.78K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
152+ 1.37% |
$3.64K - $3.71K
|
11.2K
$273K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
146+ 41.83% |
$3.5K - $3.56K
|
495
$12K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
70New |
$1.68K - $1.71K
|
70
$1.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
5+ 1.57% |
$120 - $122
|
323
$7.84K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-13- 0.05% |
$311 - $317
|
27.4K
$666K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-148- 9.59% |
$3.55K - $3.61K
|
1.4K
$33.9K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-157- 0.98% |
$3.76K - $3.83K
|
15.8K
$384K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-633- 1.75% |
$15.2K - $15.5K
|
35.5K
$861K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-823- 8.11% |
$19.7K - $20.1K
|
9.33K
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-841- 34.61% |
$20.2K - $20.5K
|
1.59K
$38.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-1.77K- 1.37% |
$42.3K - $43.1K
|
127K
$3.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.09K- 2.32% |
$50.1K - $51K
|
88.1K
$2.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.31K- 6.82% |
$55.3K - $56.3K
|
31.5K
$765K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3K- 21.43% |
$71.9K - $73.2K
|
11K
$267K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.12K- 8.94% |
$74.8K - $76.2K
|
31.8K
$772K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-4K- 28.57% |
$95.8K - $97.6K
|
10K
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.53K- 8.11% |
$132K - $135K
|
62.7K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-6.44K- 1.95% |
$154K - $157K
|
324K
$7.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.52K- 33.95% |
$180K - $183K
|
14.6K
$355K
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-8.11K- 1.66% |
$194K - $198K
|
480K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.93K- 29.33% |
$238K - $242K
|
23.9K
$581K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-20K- 6.58% |
$480K - $489K
|
284K
$6.9M
|