Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
74.2K+ 19.52% |
$1.74M - $1.79M
|
454K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
45.8K+ 2.68% |
$1.07M - $1.11M
|
1.76M
$41.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
37.2K+ 7.42% |
$871K - $896K
|
538K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.5K+ 129.11% |
$643K - $662K
|
48.7K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20.2K+ 1.84% |
$474K - $488K
|
1.12M
$26.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
19.1K+ 12.01% |
$448K - $461K
|
178K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.4KNew |
$384K - $395K
|
16.4K
$386K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.2KNew |
$379K - $390K
|
16.2K
$381K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
13.3K+ 10.49% |
$311K - $320K
|
140K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.1K+ 21.99% |
$307K - $316K
|
72.6K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.8K+ 8.81% |
$276K - $284K
|
145K
$3.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11.4KNew |
$267K - $275K
|
11.4K
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
10.2KNew |
$239K - $246K
|
10.2K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.39KNew |
$197K - $202K
|
8.39K
$198K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.94K+ 2.37% |
$163K - $167K
|
300K
$7.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.4K+ 17.25% |
$127K - $130K
|
36.7K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.06K+ 14.29% |
$119K - $122K
|
40.5K
$954K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
4.21K+ 1.24% |
$98.7K - $102K
|
345K
$8.13M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.98KNew |
$69.8K - $71.8K
|
2.98K
$70.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.95K+ 1873.08% |
$45.6K - $47K
|
2.05K
$48.3K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.95K+ 1873.08% |
$45.6K - $47K
|
2.05K
$48.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
951+ 5.35% |
$22.3K - $22.9K
|
18.7K
$442K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
786+ 2.05% |
$18.4K - $19K
|
39.1K
$920K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
763+ 11.25% |
$17.9K - $18.4K
|
7.54K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
761+ 37.25% |
$17.8K - $18.4K
|
2.8K
$66.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
740+ 6166.67% |
$17.3K - $17.8K
|
752
$17.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
331+ 111.82% |
$7.76K - $7.98K
|
627
$14.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
162+ 1.89% |
$3.8K - $3.91K
|
8.73K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
116+ 95.87% |
$2.72K - $2.8K
|
237
$5.58K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
110+ 2.03% |
$2.58K - $2.65K
|
5.52K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92New |
$2.16K - $2.22K
|
92
$2.17K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
3+ 0.96% |
$70.3 - $72.4
|
314
$7.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.48% |
$23.4 - $24.1
|
210
$4.95K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$23.4 - $24.1
|
10.6K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-27- 0.19% |
$633 - $651
|
14.5K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-50- 0.39% |
$1.17K - $1.21K
|
12.7K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-60- 69.77% |
$1.41K - $1.45K
|
26
$613
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-88- 8.2% |
$2.06K - $2.12K
|
985
$23.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-163- 66.8% |
$3.82K - $3.93K
|
81
$1.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-215- 5.33% |
$5.04K - $5.19K
|
3.82K
$89.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-375- 4.28% |
$8.79K - $9.05K
|
8.39K
$198K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-430- 0.28% |
$10.1K - $10.4K
|
156K
$3.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-601- 3.31% |
$14.1K - $14.5K
|
17.5K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-621- 1.16% |
$14.6K - $15K
|
53.1K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-936- 6.83% |
$21.9K - $22.6K
|
12.8K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-972- 2.22% |
$22.8K - $23.4K
|
42.7K
$1.01M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-976- 2.65% |
$22.9K - $23.5K
|
35.9K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.13K- 63.83% |
$26.5K - $27.3K
|
642
$15.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.19K- 1.55% |
$27.9K - $28.7K
|
75.6K
$1.78M
|