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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.9KNew |
$856K - $894K
|
31.9K
$763K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
1K+ 100.0% |
$26.9K - $28.1K
|
2K
$47.9K
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-14.7KClosed |
$396K - $414K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
740New |
$19.9K - $20.8K
|
740
$17.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9.49KClosed |
$255K - $266K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
96New |
$2.66K - $2.72K
|
96
$2.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.54KClosed |
$98.1K - $100K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-166KClosed |
$4.61M - $4.7M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
247New |
$6.86K - $7K
|
247
$5.92K
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
813KNew |
$22.6M - $23M
|
813K
$19.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
10.1KNew |
$281K - $287K
|
10.1K
$242K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-400Closed |
$11.1K - $11.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.5KClosed |
$41.8K - $42.9K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
900New |
$25.1K - $25.7K
|
900
$21.6K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-967Closed |
$26.5K - $27.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.3KClosed |
$308K - $315K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
141New |
$3.84K - $3.92K
|
141
$3.38K
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.86KClosed |
$49.8K - $51.5K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-796Closed |
$21.3K - $22K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-38Closed |
$1.02K - $1.05K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.96K+ 5140.26% |
$102K - $106K
|
4.04K
$96.6K
|
|
|
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
$4.84K
|
|
|
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
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-83.6KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-300Closed |
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
|
|