Latest Institutional Purchases of Flexshares Tr Iboxx 3 Yr Targe (TDTT)
This list provides information on the latest institutional transactions involving Flexshares Tr Iboxx 3 Yr Targe (TDTT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.25KNew |
$28.7K - $29.6K
|
1.25K
$30.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$23K - $23.7K
|
1K
$24.1K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$278K - $282K
|
12K
$289K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
10.6KNew |
$246K - $250K
|
10.6K
$256K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.7KNew |
$201K - $205K
|
8.7K
$210K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.58KNew |
$36.5K - $37.1K
|
1.58K
$38K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
213+ 5.37% |
$4.93K - $5.01K
|
4.18K
$101K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
103+ 1.03% |
$2.38K - $2.42K
|
10.1K
$242K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$92.6 - $94.1
|
9.12K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
249K+ 109.44% |
$5.85M - $6.02M
|
477K
$11.5M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
146K+ 1278.99% |
$3.43M - $3.53M
|
157K
$3.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19KNew |
$447K - $459K
|
19K
$458K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$346K - $356K
|
14.7K
$355K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12KNew |
$282K - $290K
|
12K
$289K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
1.65KNew |
$38.8K - $39.9K
|
1.65K
$39.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.61K+ 83.69% |
$37.9K - $39K
|
3.54K
$85.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
1.33KNew |
$31.3K - $32.2K
|
1.33K
$32.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
666New |
$15.7K - $16.1K
|
666
$16.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
215+ 11.94% |
$5.05K - $5.2K
|
2.02K
$48.6K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
39KNew |
$913K - $942K
|
39K
$939K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9.2KNew |
$215K - $222K
|
9.2K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.6KNew |
$131K - $135K
|
5.6K
$135K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.94KNew |
$68.8K - $71K
|
2.94K
$70.8K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
880New |
$20.6K - $21.3K
|
880
$21.2K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
72+ 0.61% |
$1.69K - $1.74K
|
11.9K
$287K
|
|
| Q4 2022 | |||||||
|
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
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.6KNew |
$318K - $326K
|
13.6K
$328K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.25KNew |
$99.3K - $102K
|
4.25K
$102K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.53KNew |
$35.7K - $36.6K
|
1.53K
$36.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.52KNew |
$35.5K - $36.4K
|
1.52K
$36.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
506New |
$11.8K - $12.1K
|
506
$12.2K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59+ 0.06% |
$1.38K - $1.41K
|
105K
$2.53M
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
108KNew |
$2.53M - $2.74M
|
108K
$2.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
92.3KNew |
$2.16M - $2.34M
|
92.3K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10KNew |
$234K - $253K
|
10K
$241K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.88KNew |
$231K - $251K
|
9.88K
$238K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$27.6K - $29.9K
|
1.18K
$28.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
609+ 2.22% |
$14.2K - $15.4K
|
28.1K
$677K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50+ 0.48% |
$1.17K - $1.27K
|
10.4K
$252K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.8K+ 4.68% |
$217K - $227K
|
197K
$4.75M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
8.6K+ 9.01% |
$212K - $222K
|
104K
$2.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
400New |
$9.88K - $10.3K
|
400
$9.64K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
95+ 17.03% |
$2.35K - $2.45K
|
653
$15.7K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
13KNew |
$334K - $344K
|
13K
$314K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
308New |
$7.9K - $8.15K
|
308
$7.42K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
13.1KNew |
$343K - $350K
|
13.1K
$316K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2KNew |
$52.3K - $53.3K
|
2K
$48.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
521New |
$13.6K - $13.9K
|
521
$12.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
85+ 73.91% |
$2.22K - $2.27K
|
200
$4.82K
|
|