Latest Institutional Transactions on Flexshares Tr Iboxx 3 Yr Targe (TDTT)
This table provides information on the latest institutional transactions involving Flexshares Tr Iboxx 3 Yr Targe (TDTT) 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 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-311- 7.97% |
$7.26K - $7.36K
|
3.59K
$86.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.4KNew |
$382K - $387K
|
16.4K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
216New |
$5.05K - $5.11K
|
216
$5.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-994- 6.47% |
$23.2K - $23.5K
|
14.4K
$346K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.06K- 82.62% |
$24.6K - $25K
|
222
$5.35K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.9K+ 226.24% |
$745K - $754K
|
46K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
314New |
$7.34K - $7.43K
|
314
$7.56K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-482- 87.64% |
$11.3K - $11.4K
|
68
$1.64K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-53K- 45.16% |
$1.24M - $1.25M
|
64.3K
$1.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.33K- 57.25% |
$171K - $173K
|
5.47K
$132K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
127KNew |
$2.96M - $2.99M
|
127K
$3.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
200New |
$4.67K - $4.73K
|
200
$4.82K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.22K- 53.75% |
$28.6K - $28.9K
|
1.05K
$25.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
561New |
$13.1K - $13.3K
|
561
$13.5K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.95KNew |
$45.8K - $46.4K
|
1.95K
$47K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.4K- 79.69% |
$385K - $390K
|
4.18K
$101K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.33K+ 9.71% |
$78.2K - $79.2K
|
37.7K
$907K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$9.39K - $9.51K
|
400
$9.63K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
475New |
$11.2K - $11.3K
|
475
$11.4K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.53K+ 21.39% |
$59.4K - $60.1K
|
14.3K
$345K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.03K- 58.14% |
$71.2K - $72.1K
|
2.18K
$52.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$23.5 - $23.8
|
1
$24.1
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.59KClosed |
$60.7K - $61.5K
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.63K+ 1270.88% |
$156K - $158K
|
7.16K
$172K
|
|
| Q4 2023 | |||||||
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-18.8KClosed |
$432K - $445K
|
0
$0
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.25KNew |
$28.7K - $29.6K
|
1.25K
$30.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.5KNew |
$355K - $366K
|
15.5K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-3.7K- 20.25% |
$85K - $87.5K
|
14.6K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6.15KNew |
$141K - $146K
|
6.15K
$148K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$23K - $23.7K
|
1K
$24.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.81K- 99.94% |
$41.5K - $42.7K
|
1
$24.1
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
19.3KNew |
$443K - $457K
|
19.3K
$465K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-549- 53.3% |
$12.6K - $13K
|
481
$11.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.59KNew |
$197K - $203K
|
8.59K
$207K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-61.6K- 81.34% |
$1.42M - $1.46M
|
14.1K
$340K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38.4KNew |
$882K - $908K
|
38.4K
$924K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-16K- 60.22% |
$367K - $378K
|
10.6K
$254K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-9.34K- 17.5% |
$215K - $221K
|
44K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-313- 3.39% |
$7.19K - $7.41K
|
8.93K
$215K
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
11KNew |
$254K - $261K
|
11K
$266K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-900- 60.65% |
$20.7K - $21.3K
|
584
$14.1K
|
|
| Q3 2023 | |||||||
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.03K- 0.95% |
$23.7K - $24.1K
|
107K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
213+ 5.37% |
$4.93K - $5.01K
|
4.18K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-939- 1.59% |
$21.7K - $22.1K
|
58.2K
$1.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
10.6KNew |
$246K - $250K
|
10.6K
$256K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.7KNew |
$201K - $205K
|
8.7K
$209K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$278K - $282K
|
12K
$289K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.12K- 3.22% |
$25.9K - $26.3K
|
33.6K
$809K
|
|