Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
40.4K+ 6.29% |
$969K - $987K
|
684K
$16.5M
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
20.9K+ 18.74% |
$500K - $509K
|
132K
$3.19M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
10.8KNew |
$258K - $263K
|
10.8K
$259K
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
2.12K+ 15.99% |
$50.9K - $51.8K
|
15.4K
$371K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$24.7K - $25.2K
|
1.03K
$24.9K
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
320+ 0.98% |
$7.67K - $7.81K
|
33.1K
$798K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
197New |
$4.72K - $4.81K
|
197
$4.75K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
152+ 1.37% |
$3.64K - $3.71K
|
11.2K
$271K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-823- 8.11% |
$19.7K - $20.1K
|
9.33K
$225K
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-1.77K- 1.37% |
$42.3K - $43.1K
|
127K
$3.06M
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-4K- 28.57% |
$95.8K - $97.6K
|
10K
$241K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.52K- 33.95% |
$180K - $183K
|
14.6K
$352K
|