Latest Institutional Purchases of Flexshares Tr Iboxx 5 Yr Targe (TDTF)
This list provides information on the latest institutional transactions involving Flexshares Tr Iboxx 5 Yr Targe (TDTF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
137K+ 6.03% |
$3.18M - $3.32M
|
2.41M
$56.7M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
85.9K+ 2.07% |
$1.99M - $2.08M
|
4.24M
$99.6M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
65.8K+ 84.54% |
$1.53M - $1.59M
|
144K
$3.37M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.23K+ 9.72% |
$121K - $127K
|
59.1K
$1.39M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
3.4KNew |
$78.9K - $82.3K
|
3.4K
$79.9K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.16K+ 7.39% |
$26.9K - $28.1K
|
16.9K
$396K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
415New |
$9.63K - $10K
|
415
$9.75K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
63.1K+ 3.12% |
$1.46M - $1.48M
|
2.08M
$49M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45.6KNew |
$1.05M - $1.07M
|
45.6K
$1.07M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4K+ 12.25% |
$310K - $316K
|
123K
$2.89M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.5K+ 3.78% |
$288K - $294K
|
344K
$8.07M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.3K+ 356.65% |
$284K - $290K
|
15.8K
$371K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$242K - $247K
|
10.5K
$247K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.13KNew |
$210K - $214K
|
9.13K
$214K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.05K+ 25.9% |
$209K - $213K
|
44K
$1.03M
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
967New |
$22.3K - $22.7K
|
967
$22.7K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
631+ 1.52% |
$14.5K - $14.8K
|
42.2K
$991K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
620+ 3.06% |
$14.3K - $14.6K
|
20.9K
$491K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
189+ 2.2% |
$4.36K - $4.44K
|
8.78K
$206K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
84New |
$1.94K - $1.97K
|
84
$1.97K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
68New |
$1.57K - $1.6K
|
68
$1.6K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$348K - $355K
|
14.9K
$351K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
14.5KNew |
$337K - $344K
|
14.5K
$339K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
939New |
$21.9K - $22.3K
|
939
$22.1K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
531New |
$12.4K - $12.6K
|
531
$12.5K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
280New |
$6.52K - $6.66K
|
280
$6.58K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
166New |
$3.87K - $3.95K
|
166
$3.9K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 28.0% |
$326 - $333
|
64
$1.5K
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
9.71KNew |
$220K - $231K
|
9.71K
$228K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
821+ 5.51% |
$18.6K - $19.5K
|
15.7K
$369K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
504New |
$11.4K - $12K
|
504
$11.8K
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
469New |
$10.6K - $11.1K
|
469
$11K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
367+ 47.17% |
$8.3K - $8.71K
|
1.15K
$26.9K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
316New |
$7.15K - $7.5K
|
316
$7.42K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
193New |
$4.37K - $4.58K
|
193
$4.53K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
161New |
$3.64K - $3.82K
|
161
$3.78K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
16New |
$362 - $380
|
16
$376
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
149KNew |
$3.42M - $3.55M
|
149K
$3.51M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
149KNew |
$3.42M - $3.55M
|
149K
$3.51M
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
18KNew |
$411K - $426K
|
18K
$422K
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
12.4KNew |
$284K - $295K
|
12.4K
$292K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
211+ 5.07% |
$4.83K - $5.01K
|
4.37K
$103K
|
|
Q2 2023 | |||||||
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
127KNew |
$2.99M - $3.11M
|
127K
$2.97M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.75KNew |
$207K - $215K
|
8.75K
$205K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.29K+ 4.13% |
$30.4K - $31.6K
|
32.4K
$761K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.71KNew |
$228K - $238K
|
9.71K
$228K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.14KNew |
$215K - $224K
|
9.14K
$215K
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$47K - $49K
|
2K
$47K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
405New |
$9.52K - $9.93K
|
405
$9.51K
|