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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
215+ 11.94% |
$5.05K - $5.2K
|
2.02K
$47.5K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-19.9K- 48.86% |
$467K - $480K
|
20.8K
$490K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.57K- 30.76% |
$131K - $135K
|
12.5K
$295K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
249K+ 109.44% |
$5.85M - $6.02M
|
477K
$11.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
666New |
$15.7K - $16.1K
|
666
$15.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
1.33KNew |
$31.3K - $32.2K
|
1.33K
$31.4K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.42K+ 266.07% |
$221K - $228K
|
13K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.97K- 16.41% |
$46.2K - $47.7K
|
10.1K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.6KNew |
$131K - $135K
|
5.6K
$132K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9.2KNew |
$215K - $222K
|
9.2K
$217K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
39KNew |
$913K - $942K
|
39K
$918K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
880New |
$20.6K - $21.3K
|
880
$20.7K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
72+ 0.61% |
$1.69K - $1.74K
|
11.9K
$280K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.19K- 57.48% |
$145K - $150K
|
4.58K
$108K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.94KNew |
$68.8K - $71K
|
2.94K
$69.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-2.63K- 0.6% |
$61.7K - $63.6K
|
433K
$10.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-16.7K- 62.14% |
$392K - $405K
|
10.2K
$240K
|
|
| Q4 2022 | |||||||
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.6KNew |
$318K - $326K
|
13.6K
$321K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59+ 0.06% |
$1.38K - $1.41K
|
105K
$2.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.53KNew |
$35.7K - $36.6K
|
1.53K
$36K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
14KNew |
$327K - $335K
|
14K
$330K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
506New |
$11.8K - $12.1K
|
506
$11.9K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.35K- 19.13% |
$78.3K - $80.2K
|
14.2K
$334K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.15K- 43.91% |
$167K - $171K
|
9.13K
$215K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.52KNew |
$35.5K - $36.4K
|
1.52K
$35.7K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.25KNew |
$99.3K - $102K
|
4.25K
$100K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
50.8KNew |
$1.19M - $1.22M
|
50.8K
$1.2M
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-95.3K- 62.18% |
$2.23M - $2.42M
|
58K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-590- 0.7% |
$13.8K - $15K
|
83.3K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10KNew |
$234K - $253K
|
10K
$235K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-9.07K- 13.25% |
$212K - $230K
|
59.4K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50+ 0.48% |
$1.17K - $1.27K
|
10.4K
$246K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
92.3KNew |
$2.16M - $2.34M
|
92.3K
$2.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$27.6K - $29.9K
|
1.18K
$27.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
609+ 2.22% |
$14.2K - $15.4K
|
28.1K
$661K
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 16.54% |
$41.8K - $45.3K
|
9.02K
$212K
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
108KNew |
$2.53M - $2.74M
|
108K
$2.55M
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-216- 28.8% |
$5.05K - $5.48K
|
534
$12.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6K- 26.54% |
$140K - $152K
|
16.6K
$391K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-670- 4.24% |
$15.7K - $17K
|
15.1K
$357K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.88KNew |
$231K - $251K
|
9.88K
$233K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-659- 27.13% |
$15.4K - $16.7K
|
1.77K
$41.7K
|
|
| Q2 2022 | |||||||
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-15.1KClosed |
$373K - $390K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21.6K- 93.49% |
$534K - $559K
|
1.51K
$35.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-19KClosed |
$469K - $491K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
400New |
$9.88K - $10.3K
|
400
$9.42K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.73KClosed |
$191K - $200K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.61K- 30.92% |
$89.2K - $93.2K
|
8.07K
$190K
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.11KClosed |
$27.3K - $28.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-110Closed |
$2.72K - $2.84K
|
0
$0
|
|