Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.45K- 12.31% |
$79.8K - $81.1K
|
24.6K
$584K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-3.53K- 2.48% |
$81.8K - $83.2K
|
139K
$3.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.54K- 0.87% |
$105K - $107K
|
519K
$12.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.89K- 10.49% |
$113K - $115K
|
41.7K
$993K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.4K- 19.87% |
$125K - $127K
|
21.8K
$518K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-5.58K- 8.24% |
$129K - $131K
|
62.1K
$1.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.63K- 28.38% |
$130K - $133K
|
14.2K
$338K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.64K- 38.29% |
$131K - $133K
|
9.09K
$216K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.89K- 30.96% |
$159K - $162K
|
15.4K
$365K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-7.37K- 7.54% |
$170K - $173K
|
90.3K
$2.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-7.62K- 29.45% |
$176K - $179K
|
18.3K
$434K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-8.11K- 20.12% |
$188K - $191K
|
32.2K
$766K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-8.46K- 11.67% |
$196K - $199K
|
64K
$1.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-9.85K- 27.07% |
$228K - $232K
|
26.5K
$631K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.7K- 7.44% |
$249K - $253K
|
134K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.2K- 8.98% |
$259K - $263K
|
113K
$2.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-11.4K- 17.56% |
$263K - $267K
|
53.4K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-21.3K- 29.11% |
$492K - $500K
|
51.7K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23.8K- 7.36% |
$550K - $559K
|
299K
$7.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.6K- 13.39% |
$592K - $601K
|
165K
$3.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-32.9K- 71.25% |
$762K - $775K
|
13.3K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.6K- 66.7% |
$802K - $815K
|
17.3K
$411K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-37.8K- 53.23% |
$874K - $888K
|
33.2K
$789K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.5K- 33.83% |
$937K - $953K
|
79.2K
$1.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-65K- 6.34% |
$1.5M - $1.53M
|
961K
$22.8M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-72.1K- 5.47% |
$1.67M - $1.7M
|
1.24M
$29.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.1K- 10.36% |
$1.9M - $1.93M
|
710K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-97K- 41.83% |
$2.25M - $2.28M
|
135K
$3.21M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-142K- 84.92% |
$3.3M - $3.35M
|
25.3K
$601K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-358K- 17.75% |
$8.28M - $8.41M
|
1.66M
$39.4M
|