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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-8.68K- 51.47% |
$214K - $224K
|
8.18K
$193K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.8K+ 4.68% |
$217K - $227K
|
197K
$4.64M
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-10KClosed |
$247K - $258K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.49KClosed |
$36.7K - $38.4K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-26.6KClosed |
$656K - $686K
|
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
$15.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
8.6K+ 9.01% |
$212K - $222K
|
104K
$2.45M
|
|
| 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
$7.25K
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-9.97KClosed |
$256K - $264K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-10.8KClosed |
$278K - $287K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
13KNew |
$334K - $344K
|
13K
$306K
|
|
|
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
$683K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2KNew |
$52.3K - $53.3K
|
2K
$47.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-755Closed |
$19.8K - $20.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-340Closed |
$8.89K - $9.06K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
13.1KNew |
$343K - $350K
|
13.1K
$309K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
85+ 73.91% |
$2.22K - $2.27K
|
200
$4.71K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
521New |
$13.6K - $13.9K
|
521
$12.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
70New |
$1.83K - $1.87K
|
70
$1.65K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-400Closed |
$10.5K - $10.7K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-100- 2.87% |
$2.62K - $2.67K
|
3.39K
$79.8K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.21KClosed |
$31.7K - $32.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.6KClosed |
$42K - $42.8K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
833+ 8.37% |
$21.9K - $22.3K
|
10.8K
$254K
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-25.8KClosed |
$677K - $689K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
9.85KNew |
$259K - $263K
|
9.85K
$232K
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
567New |
$14.9K - $15.2K
|
567
$13.4K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-95Closed |
$2.5K - $2.54K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-237Closed |
$6.24K - $6.34K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.13KClosed |
$29.5K - $29.9K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-9.68KClosed |
$253K - $256K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
SELL
|
- |
-3.66KClosed |
$95.5K - $96.8K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.2KClosed |
$364K - $371K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-61.7KClosed |
$1.58M - $1.61M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-622Closed |
$15.9K - $16.2K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.55KClosed |
$39.6K - $40.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 01, 2022
Q3 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
6.27KNew |
$158K - $163K
|
6.27K
$148K
|
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
800New |
$20.2K - $20.7K
|
800
$18.8K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-350Closed |
$8.84K - $9.08K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-132KClosed |
$3.35M - $3.43M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-340Closed |
$8.59K - $8.82K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-76.5KClosed |
$1.93M - $1.98M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-120Closed |
$3.03K - $3.11K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
76.3KNew |
$1.93M - $1.98M
|
76.3K
$1.8M
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28.8KClosed |
$704K - $727K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-16.8KClosed |
$411K - $424K
|
0
$0
|
|