Wealth Architects, LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History

Wealth Architects, LLC

  • $827 Million
  • Q4 2024

A detailed history of Wealth Architects, LLC transactions in Flexshares Tr Iboxx 5 Yr Targe stock. As of the latest transaction made, Wealth Architects, LLC holds 2,515,655 shares of TDTF stock, worth $59.5 Million. This represents 7.07% of its overall portfolio holdings.

Number of Shares
2,515,655
Previous 2,412,798 4.26%
Holding current value
$59.5 Million
Previous $58.1 Million 0.63%
% of portfolio
7.07%
Previous 6.86%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$23.17 - $24.12 $2.38 Million - $2.48 Million
102,857 Added 4.26%
2,515,655 $58.5 Million
Q3 2024

Oct 31, 2024
BUY
$23.21 - $24.2 $3.18 Million - $3.32 Million
137,146 Added 6.03%
2,412,798 $58.1 Million
Q2 2024

Aug 08, 2024
BUY
$23.05 - $23.5 $2.01 Million - $2.05 Million
87,024 Added 3.98%
2,275,652 $53.3 Million
Q1 2024

May 13, 2024
BUY
$23.29 - $23.78 $3.99 Million - $4.07 Million
171,244 Added 8.49%
2,188,628 $51.8 Million
Q4 2023

Feb 14, 2024
BUY
$22.62 - $23.74 $42.9 Million - $45 Million
1,896,885 Added 1574.19%
2,017,384 $47.7 Million
Q2 2023

Aug 02, 2023
BUY
$23.62 - $24.59 $63,797 - $66,417
2,701 Added 2.29%
120,499 $2.85 Million
Q1 2023

Apr 21, 2023
BUY
$23.5 - $24.51 $129,767 - $135,344
5,522 Added 4.92%
117,798 $2.88 Million
Q2 2022

Jul 29, 2022
SELL
$24.97 - $26.74 $121,104 - $129,688
-4,850 Reduced 4.14%
112,276 $2.83 Million
Q1 2022

May 17, 2022
BUY
$26.86 - $28.06 $2,686 - $2,806
100 Added 0.09%
117,126 $3.18 Million
Q4 2021

Jan 19, 2022
BUY
$27.76 - $28.36 $522,026 - $533,309
18,805 Added 19.15%
117,026 $3.28 Million
Q3 2021

Nov 09, 2021
BUY
$27.84 - $28.59 $2.73 Million - $2.81 Million
98,221 New
98,221 $0

Others Institutions Holding TDTF

# of Institutions
71
Shares Held
28.6M
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES TR IBOXX 5 YR TARGE

TDTF Quotes by TradingView
  • Ticker TDTF
  • Sector ETFs
  • Industry ETFs
More about TDTF
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email