Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
482+ 4.7% |
$11.3K - $12.2K
|
10.7K
$257K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
175New |
$4.09K - $4.44K
|
175
$4.18K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
84+ 20.54% |
$1.96K - $2.13K
|
493
$11.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50+ 0.48% |
$1.17K - $1.27K
|
10.4K
$250K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-4- 0.33% |
$93.5 - $101
|
1.22K
$29.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-13- 0.01% |
$304 - $330
|
97.6K
$2.33M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-19Closed |
$444 - $482
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-95- 0.78% |
$2.22K - $2.41K
|
12K
$288K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-102- 0.82% |
$2.38K - $2.59K
|
12.3K
$294K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-184- 31.45% |
$4.3K - $4.66K
|
401
$9.59K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-216- 28.8% |
$5.05K - $5.48K
|
534
$12.8K
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-324- 1.18% |
$7.58K - $8.21K
|
27.2K
$651K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-495- 3.77% |
$11.6K - $12.5K
|
12.6K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-590- 0.7% |
$13.8K - $15K
|
83.3K
$1.99M
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-659- 27.13% |
$15.4K - $16.7K
|
1.77K
$42.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-670- 4.24% |
$15.7K - $17K
|
15.1K
$362K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-837- 27.03% |
$19.6K - $21.2K
|
2.26K
$54K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-914- 1.19% |
$21.4K - $23.2K
|
75.7K
$1.81M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
SELL
|
- |
-1.78K- 1.66% |
$41.5K - $45K
|
105K
$2.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 16.54% |
$41.8K - $45.3K
|
9.02K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.1K- 6.51% |
$49.1K - $53.2K
|
30.2K
$721K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.68K- 16.11% |
$62.6K - $67.8K
|
13.9K
$333K
|
|
|
Nov 02, 2022
Q3 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-3.15K- 3.3% |
$73.6K - $79.9K
|
92.3K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.16K- 5.62% |
$73.9K - $80.2K
|
53.1K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.76K- 1.71% |
$87.8K - $95.2K
|
215K
$5.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.76K- 1.71% |
$87.8K - $95.2K
|
215K
$5.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.77K- 36.39% |
$88.2K - $95.7K
|
6.6K
$158K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-3.87K- 12.42% |
$90.4K - $98K
|
27.3K
$652K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.28K- 6.31% |
$100K - $108K
|
63.5K
$1.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-4.53K- 17.42% |
$106K - $115K
|
21.5K
$514K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6K- 26.54% |
$140K - $152K
|
16.6K
$397K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6.56K- 0.42% |
$153K - $166K
|
1.56M
$37.2M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.75K- 7.35% |
$181K - $197K
|
97.8K
$2.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.92K- 98.21% |
$185K - $201K
|
144
$3.44K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-9.07K- 13.25% |
$212K - $230K
|
59.4K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.31K- 6.14% |
$218K - $236K
|
142K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.4K- 8.27% |
$851K - $923K
|
404K
$9.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38.4K- 4.52% |
$897K - $973K
|
811K
$19.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-73.2K- 87.92% |
$1.71M - $1.86M
|
10.1K
$241K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-73.3K- 16.15% |
$1.71M - $1.86M
|
380K
$9.1M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-95.3K- 62.18% |
$2.23M - $2.42M
|
58K
$1.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-95.6K- 10.44% |
$2.24M - $2.42M
|
821K
$19.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-120K- 47.73% |
$2.8M - $3.03M
|
131K
$3.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-334K- 47.83% |
$7.82M - $8.48M
|
365K
$8.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-461K- 37.08% |
$10.8M - $11.7M
|
782K
$18.7M
|