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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-28.6K- 8.36% |
$670K - $690K
|
314K
$7.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.99K- 1.37% |
$46.6K - $48K
|
143K
$3.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.23K- 2.97% |
$146K - $150K
|
204K
$4.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.09K- 5.78% |
$49.1K - $50.5K
|
34.1K
$805K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.21K- 2.33% |
$28.4K - $29.2K
|
50.7K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.34K- 22.26% |
$78.3K - $80.6K
|
11.7K
$275K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.68K- 68.17% |
$110K - $113K
|
2.18K
$51.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
786+ 2.05% |
$18.4K - $19K
|
39.1K
$922K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.29K- 0.84% |
$101K - $103K
|
504K
$11.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
10.2KNew |
$239K - $246K
|
10.2K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10.4K- 24.4% |
$245K - $252K
|
32.3K
$764K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
74.2K+ 19.52% |
$1.74M - $1.79M
|
454K
$10.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
331+ 111.82% |
$7.76K - $7.98K
|
627
$14.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
13.3K+ 10.49% |
$311K - $320K
|
140K
$3.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.29K- 9.7% |
$53.7K - $55.3K
|
21.4K
$504K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
116+ 95.87% |
$2.72K - $2.8K
|
237
$5.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.2KNew |
$379K - $390K
|
16.2K
$382K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.07K- 2.33% |
$48.5K - $50K
|
86.8K
$2.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-621- 1.16% |
$14.6K - $15K
|
53.1K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-163- 66.8% |
$3.82K - $3.93K
|
81
$1.91K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20.2K+ 1.84% |
$474K - $488K
|
1.12M
$26.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-10.5K- 28.77% |
$245K - $252K
|
25.9K
$611K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-62.2K- 42.06% |
$1.46M - $1.5M
|
85.7K
$2.02M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-430- 0.28% |
$10.1K - $10.4K
|
156K
$3.68M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.98KNew |
$69.8K - $71.8K
|
2.98K
$70.3K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-29.6K- 56.04% |
$691K - $700K
|
23.2K
$548K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
17.8KNew |
$416K - $421K
|
17.8K
$421K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-311- 7.97% |
$7.26K - $7.36K
|
3.59K
$84.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6K+ 56.79% |
$271K - $274K
|
32K
$756K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-994- 6.47% |
$23.2K - $23.5K
|
14.4K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
216New |
$5.05K - $5.11K
|
216
$5.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.4KNew |
$382K - $387K
|
16.4K
$387K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
314New |
$7.34K - $7.43K
|
314
$7.41K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.9K+ 226.24% |
$745K - $754K
|
46K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.06K- 82.62% |
$24.6K - $25K
|
222
$5.24K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-482- 87.64% |
$11.3K - $11.4K
|
68
$1.61K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.5KNew |
$408K - $414K
|
17.5K
$413K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.27K- 7.31% |
$29.7K - $30.1K
|
16.1K
$381K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
137+ 0.71% |
$3.2K - $3.24K
|
19.6K
$462K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-53K- 45.16% |
$1.24M - $1.25M
|
64.3K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.33K- 57.25% |
$171K - $173K
|
5.47K
$129K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-187- 1.34% |
$4.37K - $4.42K
|
13.7K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
127KNew |
$2.96M - $2.99M
|
127K
$2.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
200New |
$4.67K - $4.73K
|
200
$4.72K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.22K- 53.75% |
$28.6K - $28.9K
|
1.05K
$24.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
561New |
$13.1K - $13.3K
|
561
$13.2K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.4K- 79.69% |
$385K - $390K
|
4.18K
$98.7K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.95KNew |
$45.8K - $46.4K
|
1.95K
$46K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
475New |
$11.2K - $11.3K
|
475
$11.2K
|
|