Kowal Investment Group, LLC Flexshares Tr Iboxx 3 Yr Targe Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$26.16 - $26.65 $8,894 - $9,061	-340 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$26.27 - $26.74 $8,931 - $9,091	340 New	340 $9,000

Others Institutions Holding TDTT

# of Institutions

110

Shares Held

70.3M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

59.7M
Shares

$1.42 Billion
0.24% of portfolio
Bell Investment Advisors, Inc Oakland, CA

1.71M
Shares

$40.7 Million
7.96% of portfolio
West Paces Advisors Inc. Atlanta, GA

1.12M
Shares

$26.6 Million
6.59% of portfolio
Envestnet Asset Management Inc

827K
Shares

$19.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

755K
Shares

$18 Million
0.0% of portfolio

About FLEXSHARES TR IBOXX 3 YR TARGE

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