Institutional Ownership Flexshares Tr Iboxx 5 Yr Targe (TDTF)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 5 Yr Targe (TDTF). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 26.1 Million shares, which have been reported (via 13F filing form) to have a value of $629 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,066
shares
|
$25,733
0.0% of portfolio
|
Q2 2024
Reduced 32.57%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
1,040
shares
|
$25,105
0.0% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jul 25, 2024 Q2 2024 |
967
shares
|
$23,343
0.02% of portfolio
|
Q2 2024
New holding
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
939
shares
|
$22,667
0.0% of portfolio
|
Q1 2024
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
504
shares
|
$12,166
0.0% of portfolio
|
Q4 2023
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
280
shares
|
$6,759
0.0% of portfolio
|
Q1 2024
New holding
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
141
shares
|
$3,403
0.0% of portfolio
|
Q4 2020
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
113
shares
|
$2,727
0.0% of portfolio
|
Q2 2024
Reduced 8.87%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
100
shares
|
$2,414
0.0% of portfolio
|
Q1 2023
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
100
shares
|
$2,414
0.0% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
100
shares
|
$2,414
0.0% of portfolio
|
Q3 2022
Reduced 28.06%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
84
shares
|
$2,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 17, 2024 Q2 2024 |
68
shares
|
$1,641
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|