Archvest Wealth Advisors, Inc. Flexshares Tr Iboxx 5 Yr Targe Transaction History

Archvest Wealth Advisors, Inc.

$166 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	$23.05 - $23.5 $537,364 - $547,855	-23,313 Reduced 69.35%	10,304 $241,000
Q1 2024 Apr 29, 2024	SELL	$23.29 - $23.78 $167,827 - $171,358	-7,206 Reduced 17.65%	33,617 $795,000
Q4 2023 Jan 16, 2024	SELL	$22.62 - $23.74 $3.65 Million - $3.83 Million	-161,253 Reduced 79.8%	40,823 $964,000
Q3 2023 Nov 07, 2023	SELL	$22.87 - $23.74 $1.77 Million - $1.83 Million	-77,292 Reduced 27.67%	202,076 $4.64 Million
Q2 2023 Jul 17, 2023	SELL	$23.62 - $24.59 $392,021 - $408,120	-16,597 Reduced 5.61%	279,368 $6.62 Million
Q1 2023 May 02, 2023	BUY	$23.5 - $24.51 $22,607 - $23,578	962 Added 0.33%	295,965 $7.25 Million
Q4 2022 Feb 03, 2023	SELL	$23.36 - $24.37 $136,515 - $142,418	-5,844 Reduced 1.94%	295,003 $6.97 Million
Q3 2022 Nov 09, 2022	BUY	$23.4 - $26.24 $7.04 Million - $7.89 Million	300,847 New	300,847 $7.04 Million
Q2 2022 Jul 26, 2022	SELL	$24.97 - $26.74 $6.93 Million - $7.42 Million	-277,670 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$26.86 - $28.06 $546,842 - $571,273	20,359 Added 7.91%	277,670 $7.53 Million
Q4 2021 Feb 14, 2022	BUY	$27.76 - $28.36 $7.14 Million - $7.3 Million	257,311 New	257,311 $7.22 Million

Others Institutions Holding TDTF

# of Institutions

61

Shares Held

25.9M

Call Options Held

0

Put Options Held

0

About FLEXSHARES TR IBOXX 5 YR TARGE

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