Purchases and Sales Made in Q1 2022 in Flexshares Tr Iboxx 3 Yr Targe (TDTT)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 3 Yr Targe (TDTT) during Q1 2022. The information is specifically focused on institutions that hold shares of FLEXSHARES TR IBOXX 3 YR TARGE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18.3M+ 49.05% |
$469M - $484M
|
55.5M
$1.31B
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
913K+ 107.53% |
$23.4M - $24.2M
|
1.76M
$41.5M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
371K+ 77.97% |
$9.53M - $9.83M
|
848K
$20M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
317K+ 21.9% |
$8.12M - $8.38M
|
1.76M
$41.5M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
299K+ 1948.61% |
$7.68M - $7.92M
|
315K
$7.41M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
294K+ 147.87% |
$7.53M - $7.77M
|
492K
$11.6M
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
213K+ 17.14% |
$5.47M - $5.65M
|
1.46M
$34.4M
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
109KNew |
$2.8M - $2.88M
|
109K
$2.57M
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
94.1KNew |
$2.41M - $2.49M
|
94.1K
$2.22M
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
75.7K+ 550.21% |
$1.94M - $2.01M
|
89.5K
$2.11M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
67.5K+ 10.37% |
$1.73M - $1.79M
|
719K
$16.9M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.4K+ 59.23% |
$1.7M - $1.76M
|
178K
$4.2M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.1K+ 81.59% |
$1.7M - $1.75M
|
147K
$3.47M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64.1K+ 88.33% |
$1.64M - $1.7M
|
137K
$3.22M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
52.2K+ 59.12% |
$1.34M - $1.38M
|
141K
$3.31M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
39.9K+ 4.26% |
$1.02M - $1.06M
|
976K
$23M
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
BUY
|
- |
38.3K+ 161.01% |
$982K - $1.01M
|
62.1K
$1.46M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
31.4K+ 6.7% |
$806K - $832K
|
501K
$11.8M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.2K+ 9.68% |
$801K - $827K
|
354K
$8.34M
|
|
Apr 27, 2022
Q1 2022
|
Vera Bank, N.A.
|
BUY
|
- |
28.9K+ 15.12% |
$742K - $766K
|
220K
$5.19M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
26K+ 17.21% |
$666K - $687K
|
177K
$4.17M
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
25.8KNew |
$662K - $683K
|
25.8K
$608K
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
23.8KNew |
$610K - $629K
|
23.8K
$560K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.5K+ 45.81% |
$526K - $543K
|
65.3K
$1.54M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.7K+ 1.66% |
$480K - $495K
|
1.15M
$27M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2K+ 809.15% |
$415K - $428K
|
18.2K
$428K
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.9K+ 18.99% |
$407K - $420K
|
99.4K
$2.34M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
13KNew |
$334K - $344K
|
13K
$306K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.5KNew |
$321K - $332K
|
12.5K
$295K
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
12.2K+ 21.21% |
$313K - $323K
|
69.7K
$1.64M
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
11.7KNew |
$300K - $309K
|
11.7K
$275K
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11.1KNew |
$284K - $293K
|
11.1K
$260K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.84KNew |
$201K - $208K
|
7.84K
$185K
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
6.56K+ 2.11% |
$168K - $174K
|
317K
$7.48M
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
5.76K+ 13.59% |
$148K - $152K
|
48.1K
$1.13M
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
4.97K+ 5.49% |
$127K - $132K
|
95.5K
$2.25M
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
4.52K+ 6.72% |
$116K - $120K
|
71.7K
$1.69M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
4.04KNew |
$104K - $107K
|
4.04K
$95.3K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.55K+ 3.24% |
$91.1K - $94K
|
113K
$2.67M
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.91K+ 450.35% |
$49.1K - $50.7K
|
2.34K
$55.1K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
1.9K+ 20.69% |
$48.7K - $50.2K
|
11.1K
$261K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.68K+ 4.46% |
$43.2K - $44.6K
|
39.5K
$930K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.33K+ 9.97% |
$34.1K - $35.2K
|
14.6K
$345K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 2.78% |
$33.3K - $34.4K
|
48K
$1.13M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.2KNew |
$30.8K - $31.8K
|
1.2K
$28.3K
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.04K+ 9.83% |
$26.7K - $27.6K
|
11.6K
$274K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
389+ 230.18% |
$9.98K - $10.3K
|
558
$13.1K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
381+ 2.99% |
$9.77K - $10.1K
|
13.1K
$309K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
308New |
$7.9K - $8.15K
|
308
$7.26K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
214New |
$5.49K - $5.66K
|
214
$5.04K
|