Latest Institutional Transactions on Flexshares Tr Iboxx 5 Yr Targe (TDTF)
This table provides information on the latest institutional transactions involving Flexshares Tr Iboxx 5 Yr Targe (TDTF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12- 0.63% |
$287 - $293
|
1.9K
$45.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.35K+ 3.74% |
$56.2K - $57.5K
|
65.2K
$1.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
282K+ 30.16% |
$6.74M - $6.9M
|
1.22M
$29.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
7.69K+ 3.56% |
$184K - $188K
|
224K
$5.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
4.67K+ 7.05% |
$112K - $114K
|
70.9K
$1.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.7KNew |
$876K - $896K
|
36.7K
$885K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53+ 0.32% |
$1.27K - $1.3K
|
16.6K
$401K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-7.15K- 7.72% |
$171K - $175K
|
85.5K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
148KNew |
$3.54M - $3.62M
|
148K
$3.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-704K- 15.86% |
$16.8M - $17.2M
|
3.73M
$90.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-181- 31.15% |
$4.33K - $4.43K
|
400
$9.66K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
297+ 4.22% |
$7.1K - $7.26K
|
7.34K
$177K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 46.85% |
$241K - $247K
|
32K
$774K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-331- 0.81% |
$7.8K - $8.01K
|
40.4K
$974K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
10+ 0.1% |
$236 - $242
|
10.2K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.88K- 1.54% |
$67.9K - $69.6K
|
184K
$4.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.99KNew |
$165K - $169K
|
6.99K
$169K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.43KNew |
$33.6K - $34.5K
|
1.43K
$34.4K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-63- 0.27% |
$1.49K - $1.52K
|
22.9K
$553K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.58K+ 2392.42% |
$37.2K - $38.2K
|
1.65K
$39.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.78K+ 17.36% |
$41.9K - $43K
|
12K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32.1KNew |
$758K - $778K
|
32.1K
$776K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
113New |
$2.62K - $2.74K
|
113
$2.73K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
977+ 9.89% |
$22.6K - $23.7K
|
10.9K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.69KNew |
$225K - $235K
|
9.69K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$259K - $271K
|
11.2K
$269K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
264+ 24.63% |
$6.12K - $6.4K
|
1.34K
$32.3K
|
|
| Q4 2024 | |||||||
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
13.2KNew |
$306K - $319K
|
13.2K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
50.4KNew |
$1.17M - $1.22M
|
50.4K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-662- 70.5% |
$15.3K - $16K
|
277
$6.69K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
261New |
$6.05K - $6.3K
|
261
$6.3K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
10KNew |
$232K - $241K
|
10K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
206New |
$4.77K - $4.97K
|
206
$4.97K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
11.8KNew |
$274K - $285K
|
11.8K
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
16.8KNew |
$389K - $405K
|
16.8K
$406K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.63KNew |
$37.9K - $39.5K
|
1.63K
$39.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-298- 3.27% |
$6.92K - $7.21K
|
8.83K
$213K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08KNew |
$25.1K - $26.2K
|
1.08K
$26.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.6K- 28.74% |
$478K - $499K
|
51.1K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
415New |
$9.63K - $10K
|
415
$10K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
3.4KNew |
$78.9K - $82.3K
|
3.4K
$82.1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-94.1K- 85.11% |
$2.17M - $2.21M
|
16.5K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$242K - $247K
|
10.5K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.54K- 19.05% |
$81.5K - $83.1K
|
15K
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-23.3K- 69.35% |
$537K - $548K
|
10.3K
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
967New |
$22.3K - $22.7K
|
967
$23.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
84New |
$1.94K - $1.97K
|
84
$2.03K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
68New |
$1.57K - $1.6K
|
68
$1.64K
|
|
| Q1 2024 | |||||||
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-131Closed |
$3.05K - $3.12K
|
0
$0
|
|