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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.96K+ 5140.26% |
$102K - $106K
|
4.04K
$94.1K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-605Closed |
$15.6K - $16.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-282Closed |
$7.26K - $7.54K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.47KClosed |
$37.8K - $39.2K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-20Closed |
$515 - $535
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-240Closed |
$5.76K - $6.37K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-14Closed |
$336 - $372
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
202New |
$5.12K - $5.19K
|
202
$4.71K
|
|
|
Jan 30, 2020
Q4 2019
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-455Closed |
$11.5K - $11.7K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.18KClosed |
$55.4K - $56K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-241Closed |
$6.11K - $6.18K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-750Closed |
$19K - $19.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-435Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-521Closed |
N/A
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-29.6KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-5.08MClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Motco
|
SELL
|
- |
-132Closed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Destination Wealth Management
|
SELL
|
- |
-443Closed |
N/A
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-220KClosed |
N/A
|
0
$0
|
|
|
Apr 03, 2019
Q1 2019
|
Cx Institutional
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Dec 21, 2023
Q4 2018
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7.5KClosed |
N/A
|
0
$0
|
|
|
May 18, 2021
Q4 2018
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-33.6KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-32.2KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.3MClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-83.6KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.55KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-96Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Community Bank, N.A.
|
SELL
|
- |
-19.6KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-972Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-74Closed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-20.3KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-492Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-205Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.65KClosed |
N/A
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Nikulski Financial, Inc.
|
SELL
|
- |
-21.5KClosed |
N/A
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Regions Financial Corp
|
SELL
|
- |
-170Closed |
N/A
|
0
$0
|
|
|
Oct 12, 2018
Q3 2018
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-91Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-14.5KClosed |
N/A
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
Whittier Trust CO
|
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$33.4K
|
|
| Q1 2018 | |||||||
|
Apr 30, 2018
Q1 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-205Closed |
N/A
|
0
$0
|
|
|
Apr 13, 2018
Q1 2018
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-299Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-28.4KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
F Dx Advisors, Inc.
|
SELL
|
- |
-21.3KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$23.3
|
|
|
Oct 16, 2017
Q3 2017
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.89KClosed |
N/A
|
0
$0
|
|
| Q2 2017 | |||||||
|
May 07, 2020
Q2 2017
|
Royal Fund Management, LLC
|
SELL
|
- |
-131Closed |
N/A
|
0
$0
|
|