Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.52M- 36.2% |
$59.4M - $60.9M
|
4.44M
$107M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-266K- 53.31% |
$6.28M - $6.45M
|
233K
$5.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-10.7K- 37.07% |
$253K - $260K
|
18.2K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.68K- 48.5% |
$205K - $210K
|
9.22K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.25K- 36.29% |
$171K - $175K
|
12.7K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.09K- 10.65% |
$72.9K - $74.8K
|
25.9K
$627K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.88K- 1.54% |
$67.9K - $69.6K
|
184K
$4.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-933- 0.57% |
$22K - $22.6K
|
162K
$3.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-633- 4.21% |
$14.9K - $15.3K
|
14.4K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-426- 0.46% |
$10K - $10.3K
|
92.7K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-360- 6.61% |
$8.49K - $8.71K
|
5.09K
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-331- 0.81% |
$7.8K - $8.01K
|
40.4K
$976K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-320- 3.35% |
$7.55K - $7.74K
|
9.23K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-297- 0.66% |
$7K - $7.19K
|
44.5K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-286- 34.01% |
$6.74K - $6.92K
|
555
$13.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-188- 0.28% |
$4.43K - $4.55K
|
66.3K
$1.6M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-63- 0.27% |
$1.49K - $1.52K
|
22.9K
$554K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12- 0.62% |
$283 - $290
|
1.91K
$46.2K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.66K- 18.1% |
$61.6K - $64.1K
|
12K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.51K- 92.81% |
$35K - $36.4K
|
117
$2.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-662- 70.5% |
$15.3K - $16K
|
277
$6.7K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.6K- 28.74% |
$478K - $499K
|
51.1K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-298- 3.27% |
$6.92K - $7.21K
|
8.83K
$213K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-94.1K- 85.11% |
$2.17M - $2.21M
|
16.5K
$398K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-23.3K- 69.35% |
$537K - $548K
|
10.3K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.54K- 19.05% |
$81.5K - $83.1K
|
15K
$363K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.87K- 35.81% |
$230K - $235K
|
17.7K
$428K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-131Closed |
$3.05K - $3.12K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.23K- 29.19% |
$118K - $124K
|
12.7K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-714- 3.35% |
$16.2K - $17K
|
20.6K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17- 12.69% |
$385 - $404
|
117
$2.83K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.21K- 11.38% |
$27.7K - $28.7K
|
9.43K
$228K
|
|
| Q2 2023 | |||||||
|
Aug 13, 2025
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.05K- 9.36% |
$24.8K - $25.8K
|
10.2K
$246K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-16.8K- 48.6% |
$394K - $411K
|
17.7K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.65K- 13.79% |
$85.8K - $89.5K
|
22.8K
$552K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200- 66.67% |
$4.7K - $4.9K
|
100
$2.42K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-55- 0.88% |
$1.29K - $1.35K
|
6.23K
$150K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.4K- 75.17% |
$1.04M - $1.08M
|
14.7K
$355K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-31.8K- 31.25% |
$744K - $776K
|
70K
$1.69M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-300- 0.28% |
$7.01K - $7.31K
|
105K
$2.54M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.16K- 13.74% |
$50.5K - $56.7K
|
13.6K
$328K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.46K- 93.41% |
$34.1K - $38.3K
|
103
$2.49K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-39- 28.06% |
$913 - $1.02K
|
100
$2.42K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 61.09% |
$515K - $552K
|
13.1K
$318K
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-15.5KClosed |
$386K - $413K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-13.5K- 2.46% |
$338K - $362K
|
537K
$13M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.8KClosed |
$296K - $317K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-11.5KClosed |
$287K - $308K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.07KClosed |
$26.6K - $28.5K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-649Closed |
$16.2K - $17.4K
|
0
$0
|
|