Latest Institutional Sells of Flexshares Tr Iboxx 5 Yr Targe (TDTF)
This list provides information on the latest institutional transactions involving Flexshares Tr Iboxx 5 Yr Targe (TDTF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-438K- 3.12% |
$10.2M - $10.6M
|
13.6M
$316M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-174K- 50.66% |
$4.04M - $4.21M
|
170K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-94.9K- 77.06% |
$2.2M - $2.3M
|
28.2K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-46.5K- 11.61% |
$1.08M - $1.13M
|
354K
$8.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30K- 14.16% |
$696K - $726K
|
182K
$4.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.6K- 28.74% |
$478K - $499K
|
51.1K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-9.7K- 12.78% |
$225K - $235K
|
66.2K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-8.16K- 7.0% |
$189K - $197K
|
108K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.64K- 30.83% |
$177K - $185K
|
17.1K
$398K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.62K- 34.14% |
$177K - $184K
|
14.7K
$341K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.53K- 68.44% |
$81.9K - $85.4K
|
1.63K
$37.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3.02K- 10.11% |
$70.1K - $73.1K
|
26.9K
$624K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.72K- 6.44% |
$63.1K - $65.8K
|
39.5K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.52K- 15.12% |
$35.3K - $36.9K
|
8.55K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.24K- 14.1% |
$28.7K - $30K
|
7.54K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.03K- 59.44% |
$24K - $25K
|
705
$16.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-992- 1.26% |
$23K - $24K
|
77.8K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-559- 0.34% |
$13K - $13.5K
|
164K
$3.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-450- 0.34% |
$10.4K - $10.9K
|
133K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-324- 7.47% |
$7.52K - $7.84K
|
4.01K
$93.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-298- 3.27% |
$6.92K - $7.21K
|
8.83K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-289- 27.79% |
$6.71K - $6.99K
|
751
$17.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9- 0.43% |
$209 - $218
|
2.09K
$48.5K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-94.1K- 85.11% |
$2.17M - $2.21M
|
16.5K
$382K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-23.3K- 69.35% |
$537K - $548K
|
10.3K
$239K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-6.8K- 6.58% |
$157K - $160K
|
96.5K
$2.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.54K- 19.05% |
$81.5K - $83.1K
|
15K
$349K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-735- 7.7% |
$16.9K - $17.3K
|
8.81K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 8.87% |
$254 - $259
|
113
$2.62K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.87K- 35.81% |
$230K - $235K
|
17.7K
$411K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.23K- 37.86% |
$145K - $148K
|
10.2K
$237K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.23K- 29.19% |
$118K - $124K
|
12.7K
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-714- 3.35% |
$16.2K - $17K
|
20.6K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17- 12.69% |
$385 - $404
|
117
$2.72K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.21K- 11.38% |
$27.7K - $28.7K
|
9.43K
$219K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-285- 2.74% |
$6.73K - $7.01K
|
10.1K
$235K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-16.8K- 48.6% |
$394K - $411K
|
17.7K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.65K- 13.79% |
$85.8K - $89.5K
|
22.8K
$530K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200- 66.67% |
$4.7K - $4.9K
|
100
$2.32K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-55- 0.88% |
$1.29K - $1.35K
|
6.23K
$145K
|
|
| Q4 2022 | |||||||
|
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
$341K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-31.8K- 31.25% |
$744K - $776K
|
70K
$1.63M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-300- 0.28% |
$7.01K - $7.31K
|
105K
$2.44M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.16K- 13.74% |
$50.5K - $56.7K
|
13.6K
$315K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.46K- 93.41% |
$34.1K - $38.3K
|
103
$2.39K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-39- 28.06% |
$913 - $1.02K
|
100
$2.32K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 61.09% |
$515K - $552K
|
13.1K
$305K
|
|
|
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
$12.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.8KClosed |
$296K - $317K
|
0
$0
|
|