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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-285- 2.74% |
$6.73K - $7.01K
|
10.1K
$242K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.75KNew |
$207K - $215K
|
8.75K
$208K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
165New |
$3.88K - $4.04K
|
165
$3.93K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$47K - $49K
|
2K
$47.7K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.65K- 13.79% |
$85.8K - $89.5K
|
22.8K
$544K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-55- 0.88% |
$1.29K - $1.35K
|
6.23K
$148K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.14KNew |
$215K - $224K
|
9.14K
$218K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.71KNew |
$228K - $238K
|
9.71K
$232K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200- 66.67% |
$4.7K - $4.9K
|
100
$2.38K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$2.35K - $2.45K
|
100
$2.38K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-16.8K- 48.6% |
$394K - $411K
|
17.7K
$423K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
350New |
$8.23K - $8.58K
|
350
$8.34K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
405New |
$9.52K - $9.93K
|
405
$9.66K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.2KNew |
$893K - $932K
|
38.2K
$911K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
180New |
$4.2K - $4.39K
|
180
$4.29K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
65New |
$1.52K - $1.58K
|
65
$1.55K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.4K- 75.17% |
$1.04M - $1.08M
|
14.7K
$350K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
295KNew |
$6.89M - $7.19M
|
295K
$7.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
72.7K+ 469.11% |
$1.7M - $1.77M
|
88.2K
$2.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-300- 0.28% |
$7.01K - $7.31K
|
105K
$2.51M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-31.8K- 31.25% |
$744K - $776K
|
70K
$1.67M
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.6KNew |
$342K - $384K
|
14.6K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.16K- 13.74% |
$50.5K - $56.7K
|
13.6K
$323K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-39- 28.06% |
$913 - $1.02K
|
100
$2.38K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.46K- 93.41% |
$34.1K - $38.3K
|
103
$2.46K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
895New |
$20.9K - $23.5K
|
895
$21.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20.1KNew |
$470K - $527K
|
20.1K
$479K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
221+ 2.2% |
$5.17K - $5.8K
|
10.3K
$245K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.84K+ 22.55% |
$137K - $153K
|
31.7K
$757K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
9+ 2.81% |
$211 - $236
|
329
$7.84K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
53+ 0.16% |
$1.32K - $1.42K
|
32.2K
$769K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11KNew |
$275K - $294K
|
11K
$262K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.2KNew |
$280K - $299K
|
11.2K
$267K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 61.09% |
$515K - $552K
|
13.1K
$313K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.8KClosed |
$296K - $317K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.07KClosed |
$26.6K - $28.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-11.5KClosed |
$287K - $308K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-646Closed |
$16.1K - $17.3K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-649Closed |
$16.2K - $17.4K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-15.5KClosed |
$386K - $413K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-13.5K- 2.46% |
$338K - $362K
|
537K
$12.8M
|
|
|
Jul 08, 2022
Q2 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
24K+ 2.88% |
$599K - $641K
|
857K
$20.4M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.9KNew |
$856K - $894K
|
31.9K
$760K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
1K+ 100.0% |
$26.9K - $28.1K
|
2K
$47.7K
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-14.7KClosed |
$396K - $414K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
740New |
$19.9K - $20.8K
|
740
$17.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9.49KClosed |
$255K - $266K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
96New |
$2.66K - $2.72K
|
96
$2.29K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.54KClosed |
$98.1K - $100K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-166KClosed |
$4.61M - $4.7M
|
0
$0
|
|