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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
336New |
$7.91K - $8.08K
|
336
$8.13K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.49K- 14.22% |
$58.6K - $59.8K
|
15K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.42KNew |
$33.5K - $34.2K
|
1.42K
$34.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.4K- 7.97% |
$32.9K - $33.6K
|
16.1K
$391K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
518New |
$12.2K - $12.5K
|
518
$12.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
435New |
$10.2K - $10.5K
|
435
$10.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-972- 2.22% |
$22.8K - $23.4K
|
42.7K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$23.4 - $24.1
|
10.6K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-215- 5.33% |
$5.04K - $5.19K
|
3.82K
$92.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.39KNew |
$197K - $202K
|
8.39K
$203K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-375- 4.28% |
$8.79K - $9.05K
|
8.39K
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
10.2KNew |
$239K - $246K
|
10.2K
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.2KNew |
$379K - $390K
|
16.2K
$392K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.07K- 2.33% |
$48.5K - $50K
|
86.8K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-163- 66.8% |
$3.82K - $3.93K
|
81
$1.96K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-430- 0.28% |
$10.1K - $10.4K
|
156K
$3.77M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.98KNew |
$69.8K - $71.8K
|
2.98K
$72.1K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
21.3KNew |
$497K - $503K
|
21.3K
$515K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-311- 7.97% |
$7.26K - $7.36K
|
3.59K
$86.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
17.8KNew |
$416K - $421K
|
17.8K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.4KNew |
$382K - $387K
|
16.4K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
216New |
$5.05K - $5.11K
|
216
$5.23K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.9K+ 226.24% |
$745K - $754K
|
46K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.06K- 82.62% |
$24.6K - $25K
|
222
$5.37K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-482- 87.64% |
$11.3K - $11.4K
|
68
$1.65K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-53K- 45.16% |
$1.24M - $1.25M
|
64.3K
$1.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.33K- 57.25% |
$171K - $173K
|
5.47K
$133K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
127KNew |
$2.96M - $2.99M
|
127K
$3.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
200New |
$4.67K - $4.73K
|
200
$4.84K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
561New |
$13.1K - $13.3K
|
561
$13.6K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.4K- 79.69% |
$385K - $390K
|
4.18K
$101K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.95KNew |
$45.8K - $46.4K
|
1.95K
$47.2K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.33K+ 9.71% |
$78.2K - $79.2K
|
37.7K
$912K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$9.39K - $9.51K
|
400
$9.68K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.53K+ 21.39% |
$59.4K - $60.1K
|
14.3K
$347K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$23.5 - $23.8
|
1
$24.2
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.59KClosed |
$60.7K - $61.5K
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.03K- 58.14% |
$71.2K - $72.1K
|
2.18K
$52.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.63K+ 1270.88% |
$156K - $158K
|
7.16K
$173K
|
|
| 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
$30.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-3.7K- 20.25% |
$85K - $87.5K
|
14.6K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.5KNew |
$355K - $366K
|
15.5K
$374K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6.15KNew |
$141K - $146K
|
6.15K
$149K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.81K- 99.94% |
$41.5K - $42.7K
|
1
$24.2
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$23K - $23.7K
|
1K
$24.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
19.3KNew |
$443K - $457K
|
19.3K
$467K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-549- 53.3% |
$12.6K - $13K
|
481
$11.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.59KNew |
$197K - $203K
|
8.59K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38.4KNew |
$882K - $908K
|
38.4K
$929K
|
|