Latest Institutional Transactions on Flexshares Tr Iboxx 5 Yr Targe (TDTF)
This table provides information on the latest institutional transactions involving Flexshares Tr Iboxx 5 Yr Targe (TDTF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.54K- 19.05% |
$81.5K - $83.1K
|
15K
$349K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-735- 7.7% |
$16.9K - $17.3K
|
8.81K
$204K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
967New |
$22.3K - $22.7K
|
967
$22.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-6.8K- 6.58% |
$157K - $160K
|
96.5K
$2.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
84New |
$1.94K - $1.97K
|
84
$1.95K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
68New |
$1.57K - $1.6K
|
68
$1.58K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 28.0% |
$326 - $333
|
64
$1.49K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
280New |
$6.52K - $6.66K
|
280
$6.5K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
166New |
$3.87K - $3.95K
|
166
$3.85K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.87K- 35.81% |
$230K - $235K
|
17.7K
$411K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$348K - $355K
|
14.9K
$346K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
939New |
$21.9K - $22.3K
|
939
$21.8K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
14.5KNew |
$337K - $344K
|
14.5K
$335K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.23K- 37.86% |
$145K - $148K
|
10.2K
$237K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
531New |
$12.4K - $12.6K
|
531
$12.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.23K- 29.19% |
$118K - $124K
|
12.7K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
821+ 5.51% |
$18.6K - $19.5K
|
15.7K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-714- 3.35% |
$16.2K - $17K
|
20.6K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17- 12.69% |
$385 - $404
|
117
$2.72K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
9.71KNew |
$220K - $231K
|
9.71K
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
316New |
$7.15K - $7.5K
|
316
$7.33K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
161New |
$3.64K - $3.82K
|
161
$3.74K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
504New |
$11.4K - $12K
|
504
$11.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
193New |
$4.37K - $4.58K
|
193
$4.48K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
367+ 47.17% |
$8.3K - $8.71K
|
1.15K
$26.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
469New |
$10.6K - $11.1K
|
469
$10.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
16New |
$362 - $380
|
16
$371
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
12.4KNew |
$284K - $295K
|
12.4K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
211+ 5.07% |
$4.83K - $5.01K
|
4.37K
$101K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
18KNew |
$411K - $426K
|
18K
$417K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
149KNew |
$3.42M - $3.55M
|
149K
$3.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.21K- 11.38% |
$27.7K - $28.7K
|
9.43K
$219K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
149KNew |
$3.42M - $3.55M
|
149K
$3.47M
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
127KNew |
$2.99M - $3.11M
|
127K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.29K+ 4.13% |
$30.4K - $31.6K
|
32.4K
$751K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-285- 2.74% |
$6.73K - $7.01K
|
10.1K
$235K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.75KNew |
$207K - $215K
|
8.75K
$203K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
165New |
$3.88K - $4.04K
|
165
$3.83K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.14KNew |
$215K - $224K
|
9.14K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$47K - $49K
|
2K
$46.4K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.65K- 13.79% |
$85.8K - $89.5K
|
22.8K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-55- 0.88% |
$1.29K - $1.35K
|
6.23K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.71KNew |
$228K - $238K
|
9.71K
$225K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200- 66.67% |
$4.7K - $4.9K
|
100
$2.32K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$2.35K - $2.45K
|
100
$2.32K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-16.8K- 48.6% |
$394K - $411K
|
17.7K
$412K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
350New |
$8.23K - $8.58K
|
350
$8.12K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
405New |
$9.52K - $9.93K
|
405
$9.4K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.2KNew |
$893K - $932K
|
38.2K
$887K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
180New |
$4.2K - $4.39K
|
180
$4.18K
|
|