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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-16.7K- 62.14% |
$392K - $405K
|
10.2K
$248K
|
|
| Q4 2022 | |||||||
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.6KNew |
$318K - $326K
|
13.6K
$330K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59+ 0.06% |
$1.38K - $1.41K
|
105K
$2.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.53KNew |
$35.7K - $36.6K
|
1.53K
$37.1K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.35K- 19.13% |
$78.3K - $80.2K
|
14.2K
$344K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
506New |
$11.8K - $12.1K
|
506
$12.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.15K- 43.91% |
$167K - $171K
|
9.13K
$222K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.52KNew |
$35.5K - $36.4K
|
1.52K
$36.8K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.25KNew |
$99.3K - $102K
|
4.25K
$103K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
50.8KNew |
$1.19M - $1.22M
|
50.8K
$1.23M
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-95.3K- 62.18% |
$2.23M - $2.42M
|
58K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-590- 0.7% |
$13.8K - $15K
|
83.3K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10KNew |
$234K - $253K
|
10K
$243K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50+ 0.48% |
$1.17K - $1.27K
|
10.4K
$254K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-9.07K- 13.25% |
$212K - $230K
|
59.4K
$1.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
92.3KNew |
$2.16M - $2.34M
|
92.3K
$2.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$27.6K - $29.9K
|
1.18K
$28.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
609+ 2.22% |
$14.2K - $15.4K
|
28.1K
$681K
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 16.54% |
$41.8K - $45.3K
|
9.02K
$219K
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
108KNew |
$2.53M - $2.74M
|
108K
$2.63M
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-216- 28.8% |
$5.05K - $5.48K
|
534
$13K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6K- 26.54% |
$140K - $152K
|
16.6K
$403K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.88KNew |
$231K - $251K
|
9.88K
$240K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-670- 4.24% |
$15.7K - $17K
|
15.1K
$367K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-659- 27.13% |
$15.4K - $16.7K
|
1.77K
$43K
|
|
| 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
$36.6K
|
|
|
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
$9.71K
|
|
|
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
$196K
|
|
|
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
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.8K+ 4.68% |
$217K - $227K
|
197K
$4.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-10KClosed |
$247K - $258K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-8.68K- 51.47% |
$214K - $224K
|
8.18K
$199K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-26.6KClosed |
$656K - $686K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.49KClosed |
$36.7K - $38.4K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.34KClosed |
$57.8K - $60.4K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
95+ 17.03% |
$2.35K - $2.45K
|
653
$15.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
8.6K+ 9.01% |
$212K - $222K
|
104K
$2.53M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3KClosed |
$76.8K - $79.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-153Closed |
$3.92K - $4.05K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
308New |
$7.9K - $8.15K
|
308
$7.48K
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-9.97KClosed |
$256K - $264K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
13KNew |
$334K - $344K
|
13K
$316K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-10.8KClosed |
$278K - $287K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-161KClosed |
$4.13M - $4.27M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jul 28, 2022
Q4 2021
|
Capital Financial Services, LLC
|
SELL
|
- |
-500- 1.69% |
$13.1K - $13.3K
|
29K
$704K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2KNew |
$52.3K - $53.3K
|
2K
$48.5K
|
|