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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.58M+ 161.47% |
$36.6M - $38.3M
|
2.56M
$61.9M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.3M+ 9.3% |
$30M - $31.4M
|
15.2M
$369M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
874KNew |
$20.3M - $21.2M
|
874K
$21.2M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
520K+ 8.09% |
$12.1M - $12.6M
|
6.95M
$168M
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
363K+ 266.87% |
$8.42M - $8.81M
|
500K
$12.1M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
290K+ 13.21% |
$6.72M - $7.03M
|
2.49M
$60.1M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
187KNew |
$4.32M - $4.53M
|
187K
$4.52M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.4K+ 176.14% |
$1.28M - $1.34M
|
86.9K
$2.1M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.2K+ 16107.81% |
$955K - $1M
|
41.5K
$1M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$943K - $987K
|
40.7K
$985K
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
20.4K+ 15.79% |
$473K - $495K
|
150K
$3.62M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20KNew |
$463K - $484K
|
20K
$483K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.1KNew |
$350K - $367K
|
15.1K
$366K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$259K - $271K
|
11.2K
$270K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.69KNew |
$225K - $235K
|
9.69K
$234K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
8.28K+ 4.22% |
$192K - $201K
|
204K
$4.94M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.36K+ 4.22% |
$171K - $179K
|
182K
$4.4M
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
7K+ 26.46% |
$162K - $170K
|
33.5K
$810K
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.06K+ 1.14% |
$70.9K - $74.3K
|
273K
$6.6M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.49K+ 33.94% |
$57.6K - $60.3K
|
9.81K
$237K
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.48K+ 6.28% |
$57.4K - $60K
|
41.9K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.46K+ 74.5% |
$33.9K - $35.5K
|
3.43K
$83K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
977+ 9.89% |
$22.6K - $23.7K
|
10.9K
$263K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
970+ 1.48% |
$22.5K - $23.5K
|
66.5K
$1.61M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
575+ 3.98% |
$13.3K - $13.9K
|
15K
$364K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
441+ 4.84% |
$10.2K - $10.7K
|
9.55K
$231K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
264+ 24.63% |
$6.12K - $6.4K
|
1.34K
$32.3K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
66New |
$1.53K - $1.6K
|
66
$1.6K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
28+ 0.42% |
$649 - $679
|
6.71K
$162K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7+ 0.34% |
$162 - $170
|
2.09K
$50.6K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
50.4KNew |
$1.17M - $1.22M
|
50.4K
$1.22M
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
16.8KNew |
$389K - $405K
|
16.8K
$407K
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
13.2KNew |
$306K - $319K
|
13.2K
$320K
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
11.8KNew |
$274K - $285K
|
11.8K
$286K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
10KNew |
$232K - $241K
|
10K
$242K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6.19K+ 154.29% |
$143K - $149K
|
10.2K
$247K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.61KNew |
$83.5K - $87K
|
3.61K
$87.2K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
581New |
$13.5K - $14K
|
581
$14.1K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
261New |
$6.05K - $6.3K
|
261
$6.32K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
206New |
$4.77K - $4.97K
|
206
$4.99K
|
|
Q3 2024 | |||||||
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
3.4KNew |
$78.9K - $82.3K
|
3.4K
$82.3K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.63KNew |
$37.9K - $39.5K
|
1.63K
$39.5K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08KNew |
$25.1K - $26.2K
|
1.08K
$26.2K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
415New |
$9.63K - $10K
|
415
$10K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 0.95% |
$325 - $339
|
1.48K
$35.8K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$242K - $247K
|
10.5K
$255K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
967New |
$22.3K - $22.7K
|
967
$23.4K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
84New |
$1.94K - $1.97K
|
84
$2.03K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
68New |
$1.57K - $1.6K
|
68
$1.65K
|