Latest Institutional Transactions on Flexshares Tr Iboxx 3 Yr Targe (TDTT)
This table provides information on the latest institutional transactions involving Flexshares Tr Iboxx 3 Yr Targe (TDTT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
167+ 0.09% |
$4K - $4.08K
|
178K
$4.32M
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.03K- 33.97% |
$48.7K - $49.6K
|
3.95K
$95.8K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$303K - $308K
|
12.6K
$307K
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
102KNew |
$2.43M - $2.48M
|
102K
$2.46M
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5K+ 23.09% |
$120K - $122K
|
26.7K
$647K
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
9.34K+ 6.03% |
$224K - $228K
|
164K
$3.99M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-633- 1.75% |
$15.2K - $15.5K
|
35.5K
$861K
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
39.8K+ 2.23% |
$953K - $971K
|
1.82M
$44.2M
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.47K+ 13.37% |
$131K - $134K
|
46.4K
$1.13M
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
45K+ 11.95% |
$1.08M - $1.1M
|
421K
$10.2M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-148- 9.59% |
$3.55K - $3.61K
|
1.4K
$33.9K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.93K- 29.33% |
$238K - $242K
|
23.9K
$581K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.72K+ 16.95% |
$65.1K - $66.4K
|
18.8K
$455K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3K- 21.43% |
$71.9K - $73.2K
|
11K
$267K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.09K- 2.32% |
$50.1K - $51K
|
88.1K
$2.14M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
70New |
$1.68K - $1.71K
|
70
$1.7K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.5K+ 1.34% |
$468K - $477K
|
1.47M
$35.8M
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.53K- 8.11% |
$132K - $135K
|
62.7K
$1.52M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.31K- 6.82% |
$55.3K - $56.3K
|
31.5K
$765K
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.12K- 8.94% |
$74.8K - $76.2K
|
31.8K
$772K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
20KNew |
$479K - $488K
|
20K
$485K
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-20K- 6.58% |
$480K - $489K
|
284K
$6.9M
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
1.5KNew |
$36K - $36.7K
|
1.5K
$36.5K
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.44K+ 5.43% |
$34.5K - $35.2K
|
28K
$679K
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.93KNew |
$118K - $120K
|
4.93K
$120K
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-13- 0.05% |
$311 - $317
|
27.4K
$666K
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
690+ 2.25% |
$16.5K - $16.8K
|
31.3K
$760K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
5+ 1.57% |
$120 - $122
|
323
$7.84K
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.4K+ 714.58% |
$57.5K - $58.6K
|
2.74K
$66.4K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
146+ 41.83% |
$3.5K - $3.56K
|
495
$12K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.42K+ 6.36% |
$58.1K - $59.1K
|
40.5K
$984K
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-8.11K- 1.66% |
$194K - $198K
|
480K
$11.6M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$229K - $233K
|
9.54K
$232K
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-157- 0.98% |
$3.76K - $3.83K
|
15.8K
$384K
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
896New |
$21.5K - $21.9K
|
896
$21.7K
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-6.44K- 1.95% |
$154K - $157K
|
324K
$7.85M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-841- 34.61% |
$20.2K - $20.5K
|
1.59K
$38.6K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.52K+ 0.69% |
$84.2K - $85.8K
|
512K
$12.4M
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.5K+ 0.39% |
$108K - $110K
|
1.16M
$28.1M
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
198+ 1.54% |
$4.74K - $4.83K
|
13K
$317K
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-4K- 28.57% |
$95.8K - $97.6K
|
10K
$243K
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
320+ 0.98% |
$7.67K - $7.81K
|
33.1K
$804K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
197New |
$4.72K - $4.81K
|
197
$4.78K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-823- 8.11% |
$19.7K - $20.1K
|
9.33K
$226K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$24.7K - $25.2K
|
1.03K
$25K
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
10.8KNew |
$258K - $263K
|
10.8K
$261K
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-1.77K- 1.37% |
$42.3K - $43.1K
|
127K
$3.08M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.52K- 33.95% |
$180K - $183K
|
14.6K
$355K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
152+ 1.37% |
$3.64K - $3.71K
|
11.2K
$273K
|