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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$9.39K - $9.51K
|
400
$9.44K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.33K+ 9.71% |
$78.2K - $79.2K
|
37.7K
$889K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.53K+ 21.39% |
$59.4K - $60.1K
|
14.3K
$339K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$23.5 - $23.8
|
1
$23.6
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.03K- 58.14% |
$71.2K - $72.1K
|
2.18K
$51.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.59KClosed |
$60.7K - $61.5K
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.63K+ 1270.88% |
$156K - $158K
|
7.16K
$169K
|
|
| Q4 2023 | |||||||
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-18.8KClosed |
$432K - $445K
|
0
$0
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.25KNew |
$28.7K - $29.6K
|
1.25K
$29.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.5KNew |
$355K - $366K
|
15.5K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-3.7K- 20.25% |
$85K - $87.5K
|
14.6K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6.15KNew |
$141K - $146K
|
6.15K
$145K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.81K- 99.94% |
$41.5K - $42.7K
|
1
$23.6
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$23K - $23.7K
|
1K
$23.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
19.3KNew |
$443K - $457K
|
19.3K
$456K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-549- 53.3% |
$12.6K - $13K
|
481
$11.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.59KNew |
$197K - $203K
|
8.59K
$203K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38.4KNew |
$882K - $908K
|
38.4K
$906K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-61.6K- 81.34% |
$1.42M - $1.46M
|
14.1K
$334K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-16K- 60.22% |
$367K - $378K
|
10.6K
$249K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-9.34K- 17.5% |
$215K - $221K
|
44K
$1.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-313- 3.39% |
$7.19K - $7.41K
|
8.93K
$211K
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
11KNew |
$254K - $261K
|
11K
$261K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.14KNew |
$49.1K - $50.6K
|
2.14K
$50.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-900- 60.65% |
$20.7K - $21.3K
|
584
$13.8K
|
|
| Q3 2023 | |||||||
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.03K- 0.95% |
$23.7K - $24.1K
|
107K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
213+ 5.37% |
$4.93K - $5.01K
|
4.18K
$98.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-939- 1.59% |
$21.7K - $22.1K
|
58.2K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
10.6KNew |
$246K - $250K
|
10.6K
$251K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$278K - $282K
|
12K
$283K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.7KNew |
$201K - $205K
|
8.7K
$205K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.12K- 3.22% |
$25.9K - $26.3K
|
33.6K
$793K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
5.66KNew |
$131K - $133K
|
5.66K
$134K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
103+ 1.03% |
$2.38K - $2.42K
|
10.1K
$238K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.64K- 38.29% |
$131K - $133K
|
9.09K
$215K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$92.6 - $94.1
|
9.12K
$215K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.58KNew |
$36.5K - $37.1K
|
1.58K
$37.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-200- 2.2% |
$4.63K - $4.71K
|
8.88K
$210K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
146K+ 1278.99% |
$3.43M - $3.53M
|
157K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.6KNew |
$626K - $644K
|
26.6K
$629K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9- 0.21% |
$212 - $218
|
4.36K
$103K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-276- 2.34% |
$6.49K - $6.67K
|
11.5K
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.61K+ 83.69% |
$37.9K - $39K
|
3.54K
$83.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12KNew |
$282K - $290K
|
12K
$283K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.17K- 75.47% |
$27.5K - $28.3K
|
381
$9K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-129- 87.16% |
$3.03K - $3.12K
|
19
$449
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-412- 25.12% |
$9.68K - $9.96K
|
1.23K
$29K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$346K - $356K
|
14.7K
$348K
|
|