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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.29K+ 4.13% |
$30.4K - $31.6K
|
32.4K
$755K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.71KNew |
$228K - $238K
|
9.71K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.14KNew |
$215K - $224K
|
9.14K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$47K - $49K
|
2K
$46.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
405New |
$9.52K - $9.93K
|
405
$9.44K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
350New |
$8.23K - $8.58K
|
350
$8.16K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
165New |
$3.88K - $4.04K
|
165
$3.85K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$2.35K - $2.45K
|
100
$2.33K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
295KNew |
$6.89M - $7.19M
|
295K
$6.88M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
72.7K+ 469.11% |
$1.7M - $1.77M
|
88.2K
$2.06M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.2KNew |
$893K - $932K
|
38.2K
$891K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
180New |
$4.2K - $4.39K
|
180
$4.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
65New |
$1.52K - $1.58K
|
65
$1.52K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20.1KNew |
$470K - $527K
|
20.1K
$468K
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.6KNew |
$342K - $384K
|
14.6K
$341K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.84K+ 22.55% |
$137K - $153K
|
31.7K
$740K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
895New |
$20.9K - $23.5K
|
895
$20.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
221+ 2.2% |
$5.17K - $5.8K
|
10.3K
$240K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
9+ 2.81% |
$211 - $236
|
329
$7.67K
|
|
| Q2 2022 | |||||||
|
Jul 08, 2022
Q2 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
24K+ 2.88% |
$599K - $641K
|
857K
$20M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.2KNew |
$280K - $299K
|
11.2K
$261K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11KNew |
$275K - $294K
|
11K
$256K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.09K+ 13.43% |
$27.1K - $29K
|
9.17K
$214K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
53+ 0.16% |
$1.32K - $1.42K
|
32.2K
$752K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.9KNew |
$856K - $894K
|
31.9K
$743K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
1K+ 100.0% |
$26.9K - $28.1K
|
2K
$46.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
740New |
$19.9K - $20.8K
|
740
$17.2K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
813KNew |
$22.6M - $23M
|
813K
$18.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
10.1KNew |
$281K - $287K
|
10.1K
$236K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
247New |
$6.86K - $7K
|
247
$5.76K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
96New |
$2.66K - $2.72K
|
96
$2.24K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
900New |
$25.1K - $25.7K
|
900
$21K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
141New |
$3.84K - $3.92K
|
141
$3.29K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.96K+ 5140.26% |
$102K - $106K
|
4.04K
$94.1K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
202New |
$5.12K - $5.19K
|
202
$4.71K
|
|
| Q2 2018 | |||||||
|
Jul 20, 2018
Q2 2018
|
Whittier Trust CO
|
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$33.4K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$23.3
|
|