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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$229K - $233K
|
9.54K
$231K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
896New |
$21.5K - $21.9K
|
896
$21.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-841- 34.61% |
$20.2K - $20.5K
|
1.59K
$38.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-4K- 28.57% |
$95.8K - $97.6K
|
10K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
197New |
$4.72K - $4.81K
|
197
$4.76K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-823- 8.11% |
$19.7K - $20.1K
|
9.33K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$24.7K - $25.2K
|
1.03K
$25K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
10.8KNew |
$258K - $263K
|
10.8K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.52K- 33.95% |
$180K - $183K
|
14.6K
$354K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
19.3KNew |
$456K - $471K
|
19.3K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14KNew |
$332K - $342K
|
14K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.9KNew |
$281K - $290K
|
11.9K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
12.6KNew |
$297K - $307K
|
12.6K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.9KNew |
$423K - $437K
|
17.9K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1K- 22.95% |
$23.6K - $24.4K
|
3.36K
$81.2K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-744- 7.14% |
$17.6K - $18.1K
|
9.68K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10K- 73.66% |
$236K - $244K
|
3.58K
$86.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-202- 19.18% |
$4.77K - $4.92K
|
851
$20.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-83- 32.68% |
$1.96K - $2.02K
|
171
$4.13K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
16New |
$378 - $390
|
16
$387
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.46K- 6.86% |
$58K - $59.2K
|
33.4K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.57KNew |
$202K - $206K
|
8.57K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
52.2KNew |
$1.23M - $1.26M
|
52.2K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.74KNew |
$112K - $114K
|
4.74K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.93KNew |
$163K - $167K
|
6.93K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
139New |
$3.27K - $3.34K
|
139
$3.36K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.32K+ 8.21% |
$31.2K - $31.8K
|
17.5K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.48% |
$23.6 - $24
|
211
$5.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.42KNew |
$33.5K - $34.2K
|
1.42K
$34.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.4K- 7.97% |
$32.9K - $33.6K
|
16.1K
$390K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
518New |
$12.2K - $12.5K
|
518
$12.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
435New |
$10.2K - $10.5K
|
435
$10.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-972- 2.22% |
$22.8K - $23.4K
|
42.7K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$23.4 - $24.1
|
10.6K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-215- 5.33% |
$5.04K - $5.19K
|
3.82K
$92.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.39KNew |
$197K - $202K
|
8.39K
$203K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-375- 4.28% |
$8.79K - $9.05K
|
8.39K
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
10.2KNew |
$239K - $246K
|
10.2K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.2KNew |
$379K - $390K
|
16.2K
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.07K- 2.33% |
$48.5K - $50K
|
86.8K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-163- 66.8% |
$3.82K - $3.93K
|
81
$1.96K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-430- 0.28% |
$10.1K - $10.4K
|
156K
$3.77M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.98KNew |
$69.8K - $71.8K
|
2.98K
$72K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
21.3KNew |
$497K - $503K
|
21.3K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
17.8KNew |
$416K - $421K
|
17.8K
$431K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-311- 7.97% |
$7.26K - $7.36K
|
3.59K
$86.8K
|
|
|
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
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.06K- 82.62% |
$24.6K - $25K
|
222
$5.37K
|
|
|
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
$1.56M
|
|