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 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.32M+ 11.18% |
$223M - $228M
|
92.7M
$2.26B
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
709K+ 315.1% |
$17M - $17.3M
|
934K
$22.7M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
102KNew |
$2.43M - $2.48M
|
102K
$2.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
45K+ 11.95% |
$1.08M - $1.1M
|
421K
$10.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
40.4K+ 6.29% |
$969K - $987K
|
684K
$16.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
39.8K+ 2.23% |
$953K - $971K
|
1.82M
$44.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.9KNew |
$788K - $803K
|
32.9K
$800K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.9K+ 917.56% |
$550K - $560K
|
25.4K
$619K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
20.9K+ 18.74% |
$500K - $509K
|
132K
$3.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
20KNew |
$479K - $488K
|
20K
$486K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.5K+ 1.34% |
$468K - $477K
|
1.47M
$35.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.9K+ 3.68% |
$453K - $462K
|
533K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
14K+ 44.45% |
$336K - $342K
|
45.5K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$303K - $308K
|
12.6K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
12K+ 112.87% |
$287K - $293K
|
22.6K
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.7K+ 13.19% |
$279K - $284K
|
100K
$2.43M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
10.8KNew |
$258K - $263K
|
10.8K
$262K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$229K - $233K
|
9.54K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
9.34K+ 6.03% |
$224K - $228K
|
164K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.82KNew |
$187K - $191K
|
7.82K
$190K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.47K+ 13.37% |
$131K - $134K
|
46.4K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5K+ 23.09% |
$120K - $122K
|
26.7K
$649K
|
|
|
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
$28.2M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
4.17KNew |
$100K - $102K
|
4.17K
$102K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.52K+ 0.69% |
$84.2K - $85.8K
|
512K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.43K+ 114.27% |
$82.1K - $83.7K
|
6.43K
$156K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.72K+ 16.95% |
$65.1K - $66.4K
|
18.8K
$457K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.42K+ 6.36% |
$58.1K - $59.1K
|
40.5K
$987K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.4K+ 714.58% |
$57.5K - $58.6K
|
2.74K
$66.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
2.12K+ 15.99% |
$50.9K - $51.8K
|
15.4K
$375K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.06K+ 8.84% |
$49.4K - $50.4K
|
25.4K
$618K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
1.5KNew |
$36K - $36.7K
|
1.5K
$36.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.44K+ 5.43% |
$34.5K - $35.2K
|
28K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.22K+ 3.92% |
$29.3K - $29.8K
|
32.4K
$788K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$24.7K - $25.2K
|
1.03K
$25.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02K+ 7.48% |
$24.4K - $24.9K
|
14.7K
$357K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
896New |
$21.5K - $21.9K
|
896
$21.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
690+ 2.25% |
$16.5K - $16.8K
|
31.3K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
559+ 33.23% |
$13.4K - $13.6K
|
2.24K
$54.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
320+ 0.98% |
$7.67K - $7.81K
|
33.1K
$806K
|
|
|
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
$4.79K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
167+ 0.09% |
$4K - $4.08K
|
178K
$4.33M
|
|
|
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 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
78+ 325.0% |
$1.87K - $1.9K
|
102
$2.48K
|
|
|
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
$7.86K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|