Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.03M+ 46.18% |
$47.1M - $49M
|
6.43M
$154M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
338K+ 2.48% |
$7.84M - $8.16M
|
14M
$333M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
161K+ 3.8% |
$3.73M - $3.88M
|
4.4M
$105M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
136KNew |
$3.16M - $3.28M
|
136K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
115K+ 195.09% |
$2.67M - $2.78M
|
174K
$4.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
103K+ 4.26% |
$2.38M - $2.48M
|
2.52M
$60.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
64.9K+ 180.61% |
$1.5M - $1.56M
|
101K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.5K+ 95.42% |
$1.22M - $1.27M
|
107K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
52.3K+ 36.39% |
$1.21M - $1.26M
|
196K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
50.4KNew |
$1.17M - $1.22M
|
50.4K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
45.8KNew |
$1.06M - $1.1M
|
45.8K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
36K+ 1.67% |
$834K - $868K
|
2.2M
$52.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.2KNew |
$701K - $729K
|
30.2K
$722K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
16.8KNew |
$389K - $405K
|
16.8K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.1KNew |
$351K - $365K
|
15.1K
$362K
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
13.2KNew |
$306K - $319K
|
13.2K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
11.8KNew |
$274K - $285K
|
11.8K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
10KNew |
$232K - $241K
|
10K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
9.11KNew |
$211K - $220K
|
9.11K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.93K+ 40.43% |
$161K - $167K
|
24.1K
$575K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.62K+ 938.87% |
$153K - $160K
|
7.32K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6.19K+ 154.29% |
$143K - $149K
|
10.2K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.61KNew |
$83.5K - $87K
|
3.61K
$86.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.38KNew |
$55.2K - $57.5K
|
2.38K
$56.9K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.02K+ 9.63% |
$46.8K - $48.7K
|
23K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.97KNew |
$45.5K - $47.4K
|
1.97K
$46.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.33K+ 15.6% |
$30.9K - $32.2K
|
9.88K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
949+ 0.56% |
$22K - $22.9K
|
171K
$4.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
585+ 2.07% |
$13.6K - $14.1K
|
28.8K
$689K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
581New |
$13.5K - $14K
|
581
$13.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
261New |
$6.05K - $6.3K
|
261
$6.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
256New |
$5.93K - $6.17K
|
256
$6.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
207+ 27.56% |
$4.8K - $4.99K
|
958
$22.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
206New |
$4.77K - $4.97K
|
206
$4.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
125+ 1.91% |
$2.9K - $3.02K
|
6.68K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4- -0.0% |
$92.7 - $96.5
|
164K
$3.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7- 0.33% |
$162 - $169
|
2.08K
$49.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91- 0.23% |
$2.11K - $2.19K
|
39.4K
$941K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-400- 1.49% |
$9.27K - $9.65K
|
26.5K
$632K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-662- 70.5% |
$15.3K - $16K
|
277
$6.61K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-861- 5.62% |
$19.9K - $20.8K
|
14.4K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.24K- 7.34% |
$28.7K - $29.9K
|
15.6K
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.51K- 92.81% |
$35K - $36.4K
|
117
$2.79K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.68K- 22.33% |
$39K - $40.6K
|
5.86K
$140K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.66K- 18.1% |
$61.6K - $64.1K
|
12K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.77K- 2.87% |
$64.2K - $66.8K
|
93.7K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-4.18K- 3.13% |
$96.8K - $101K
|
129K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.31K- 8.02% |
$123K - $128K
|
60.9K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 3.27% |
$269K - $280K
|
343K
$8.18M
|