Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
208KNew |
$4.89M - $4.95M
|
208K
$4.91M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
111K+ 38.7% |
$2.61M - $2.64M
|
399K
$9.39M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.4K+ 81.08% |
$1.89M - $1.91M
|
180K
$4.23M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
70.9K+ 4.36% |
$1.66M - $1.69M
|
1.7M
$40M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
68K+ 9.19% |
$1.6M - $1.62M
|
808K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
65.5K+ 29.21% |
$1.54M - $1.56M
|
290K
$6.83M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
32K+ 836.88% |
$751K - $760K
|
35.8K
$843K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.5K+ 3.67% |
$598K - $605K
|
719K
$16.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.5K+ 3.67% |
$598K - $605K
|
719K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
19.4KNew |
$456K - $462K
|
19.4K
$458K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18K+ 84.73% |
$423K - $428K
|
39.3K
$925K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.2KNew |
$356K - $360K
|
15.2K
$357K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
14.9K+ 4.64% |
$349K - $354K
|
336K
$7.9M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14K+ 10.13% |
$328K - $332K
|
152K
$3.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
12.2K+ 11.33% |
$287K - $291K
|
120K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.9K+ 2.15% |
$256K - $259K
|
518K
$12.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$256K - $259K
|
10.9K
$257K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.6KNew |
$249K - $252K
|
10.6K
$250K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
7.82K+ 7.14% |
$184K - $186K
|
117K
$2.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.63K+ 1270.88% |
$156K - $158K
|
7.16K
$169K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.25K+ 7.6% |
$99.9K - $101K
|
60.3K
$1.42M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4.1K+ 35.93% |
$96.3K - $97.5K
|
15.5K
$365K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.68K+ 8.21% |
$86.4K - $87.5K
|
48.5K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.33K+ 9.71% |
$78.2K - $79.2K
|
37.7K
$887K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.53K+ 21.39% |
$59.4K - $60.1K
|
14.3K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.95KNew |
$45.8K - $46.4K
|
1.95K
$45.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.87K+ 4.84% |
$43.8K - $44.4K
|
40.5K
$953K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.87KNew |
$43.8K - $44.4K
|
1.87K
$44K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
808+ 0.76% |
$19K - $19.2K
|
107K
$2.51M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
728+ 10.74% |
$17.1K - $17.3K
|
7.51K
$177K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
475New |
$11.2K - $11.3K
|
475
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
473New |
$11.1K - $11.2K
|
473
$11.1K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$9.39K - $9.51K
|
400
$9.42K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
392+ 0.99% |
$9.2K - $9.32K
|
40.1K
$944K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
209+ 0.79% |
$4.91K - $4.97K
|
26.6K
$627K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$23.5 - $23.8
|
1
$23.6
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22- 20.18% |
$517 - $523
|
87
$2.05K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-44- 1.12% |
$1.03K - $1.05K
|
3.9K
$91.9K
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-136- 10.59% |
$3.19K - $3.23K
|
1.15K
$27K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-176- 1.23% |
$4.13K - $4.18K
|
14.1K
$333K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-386- 0.18% |
$9.06K - $9.18K
|
217K
$5.12M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-425- 8.47% |
$9.98K - $10.1K
|
4.6K
$108K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-525- 0.35% |
$12.3K - $12.5K
|
147K
$3.47M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-548- 3.79% |
$12.9K - $13K
|
13.9K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-765- 1.6% |
$18K - $18.2K
|
47K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.65K- 44.74% |
$38.8K - $39.3K
|
2.04K
$48.1K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.97K- 95.76% |
$46.1K - $46.7K
|
87
$2.05K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.1K- 12.04% |
$49.4K - $50K
|
15.4K
$362K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.27K- 19.71% |
$53.2K - $53.9K
|
9.23K
$217K
|