Purchases and Sales Made in Q3 2025 in Flexshares Tr Iboxx 5 Yr Targe (TDTF)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 5 Yr Targe (TDTF) during Q3 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES TR IBOXX 5 YR TARGE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
282K+ 30.16% |
$6.74M - $6.9M
|
1.22M
$29.4M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
238K+ 49.48% |
$5.68M - $5.82M
|
719K
$17.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
226K+ 1.32% |
$5.41M - $5.53M
|
17.4M
$420M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
221K+ 1535.24% |
$5.28M - $5.4M
|
235K
$5.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
201K+ 7.97% |
$4.79M - $4.9M
|
2.72M
$65.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
148KNew |
$3.54M - $3.62M
|
148K
$3.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.7K+ 193.81% |
$2.17M - $2.22M
|
137K
$3.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
86.3KNew |
$2.06M - $2.11M
|
86.3K
$2.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
81.3K+ 3.01% |
$1.94M - $1.99M
|
2.79M
$67.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.4K+ 7.59% |
$1.25M - $1.28M
|
743K
$17.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
45.8K+ 18.51% |
$1.09M - $1.12M
|
293K
$7.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.7KNew |
$876K - $896K
|
36.7K
$885K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.4K+ 597.13% |
$726K - $743K
|
35.5K
$857K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.4KNew |
$534K - $547K
|
22.4K
$540K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
22.3KNew |
$533K - $545K
|
22.3K
$538K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.8KNew |
$450K - $460K
|
18.8K
$454K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.1KNew |
$362K - $370K
|
15.1K
$366K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.2KNew |
$315K - $323K
|
13.2K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.9K+ 5.39% |
$261K - $267K
|
214K
$5.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.8KNew |
$234K - $240K
|
9.8K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.93KNew |
$214K - $218K
|
8.93K
$216K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
7.69K+ 3.56% |
$184K - $188K
|
224K
$5.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.28KNew |
$174K - $178K
|
7.28K
$176K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.15K+ 3.14% |
$123K - $126K
|
169K
$4.08M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.14K+ 16.64% |
$123K - $126K
|
36K
$870K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
4.67K+ 7.05% |
$112K - $114K
|
70.9K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.86K+ 6.6% |
$68.4K - $70K
|
46.3K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.35K+ 3.74% |
$56.2K - $57.5K
|
65.2K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.68KNew |
$40K - $41K
|
1.68K
$40.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.27KNew |
$30.2K - $30.9K
|
1.27K
$30.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.12K+ 4.11% |
$26.8K - $27.4K
|
28.4K
$686K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.09K+ 8.55% |
$26K - $26.6K
|
13.8K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
981New |
$23.4K - $24K
|
981
$23.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
745+ 25.7% |
$17.8K - $18.2K
|
3.64K
$88K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
400+ 1.03% |
$9.56K - $9.78K
|
39.4K
$950K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
327New |
$7.82K - $8K
|
327
$7.89K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
297+ 4.22% |
$7.1K - $7.26K
|
7.34K
$177K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
279New |
$6.67K - $6.82K
|
279
$6.74K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
172+ 1.86% |
$4.11K - $4.21K
|
9.4K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
170+ 145.3% |
$4.06K - $4.16K
|
287
$6.93K
|
|
|
Nov 13, 2025
Q3 2025
|
Kendall Capital Management
|
BUY
|
- |
68+ 0.04% |
$1.63K - $1.66K
|
161K
$3.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53+ 0.32% |
$1.27K - $1.3K
|
16.6K
$401K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12- 0.63% |
$287 - $293
|
1.9K
$45.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-131- 23.6% |
$3.13K - $3.2K
|
424
$10.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-181- 31.15% |
$4.33K - $4.43K
|
400
$9.66K
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-190- 0.88% |
$4.54K - $4.65K
|
21.4K
$517K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-262- 0.59% |
$6.26K - $6.41K
|
44.3K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-402- 4.36% |
$9.61K - $9.83K
|
8.82K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Creek Group, LP
|
SELL
|
- |
-419- 6.79% |
$10K - $10.2K
|
5.76K
$139K
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-438- 2.4% |
$10.5K - $10.7K
|
17.8K
$430K
|
|