Institute For Wealth Management, Llc. Flexshares Tr Iboxx 5 Yr Targe Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding TDTF
# of Institutions
71Shares Held
32MCall Options Held
0Put Options Held
0- 
    
      Northern Trust Corp Chicago, IL17.2MShares$418 Million0.06% of portfolio
- 
    
      Ronald Blue Trust, Inc. Brentwood, TN3.73MShares$90.9 Million1.04% of portfolio
- 
    
      Wealth Architects, LLC2.7MShares$65.8 Million7.19% of portfolio
- 
    
      Capital Analysts, LLC Fort Washington, PA2.52MShares$61.2 Million2.02% of portfolio
- 
    
      Cheviot Value Management, LLC1.22MShares$29.6 Million3.19% of portfolio