Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
434KNew |
$10.2M - $10.4M
|
434K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
94.7KNew |
$2.23M - $2.28M
|
94.7K
$2.26M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
32.8K+ 69.12% |
$772K - $788K
|
80.2K
$1.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
27.6K+ 5.13% |
$650K - $664K
|
566K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
16.4K+ 4.75% |
$386K - $394K
|
361K
$8.63M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16KNew |
$376K - $384K
|
16K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13.6KNew |
$320K - $326K
|
13.6K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.96K+ 0.57% |
$234K - $239K
|
1.77M
$42.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6.7K+ 4.79% |
$158K - $161K
|
147K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.48K+ 11.39% |
$81.9K - $83.6K
|
34K
$811K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.97K+ 0.39% |
$46.3K - $47.2K
|
506K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.47K+ 5.66% |
$34.5K - $35.2K
|
27.3K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.42KNew |
$33.5K - $34.2K
|
1.42K
$34K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.32K+ 8.21% |
$31.2K - $31.8K
|
17.5K
$416K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
518New |
$12.2K - $12.5K
|
518
$12.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
435New |
$10.2K - $10.5K
|
435
$10.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
336New |
$7.91K - $8.08K
|
336
$8.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
271+ 36.04% |
$6.38K - $6.51K
|
1.02K
$24.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
17+ 7.17% |
$400 - $409
|
254
$6.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3+ 0.96% |
$70.7 - $72.1
|
317
$7.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.48% |
$23.6 - $24
|
211
$5.03K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-172- 6.15% |
$4.05K - $4.13K
|
2.63K
$62.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-205- 1.76% |
$4.83K - $4.93K
|
11.5K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-331- 52.79% |
$7.8K - $7.96K
|
296
$7.06K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-595- 27.24% |
$14K - $14.3K
|
1.59K
$37.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.21K- 3.74% |
$28.5K - $29.1K
|
31.1K
$743K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.4K- 7.97% |
$32.9K - $33.6K
|
16.1K
$385K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.49K- 14.22% |
$58.6K - $59.8K
|
15K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.21K- 15.03% |
$75.6K - $77.2K
|
18.1K
$433K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-5.92K- 31.61% |
$140K - $142K
|
12.8K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-6.53K- 4.56% |
$154K - $157K
|
137K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6.55K- 19.2% |
$154K - $157K
|
27.6K
$658K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.51K- 2.4% |
$177K - $181K
|
306K
$7.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.5K- 36.68% |
$459K - $469K
|
33.6K
$803K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-61.7K- 71.95% |
$1.45M - $1.48M
|
24K
$574K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-95.2K- 20.94% |
$2.24M - $2.29M
|
359K
$8.57M
|