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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
103+ 1.03% |
$2.38K - $2.42K
|
10.1K
$242K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.64K- 38.29% |
$131K - $133K
|
9.09K
$219K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$92.6 - $94.1
|
9.12K
$220K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.58KNew |
$36.5K - $37.1K
|
1.58K
$38K
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-200- 2.2% |
$4.63K - $4.71K
|
8.88K
$214K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
146K+ 1278.99% |
$3.43M - $3.53M
|
157K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9- 0.21% |
$212 - $218
|
4.36K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-276- 2.34% |
$6.49K - $6.67K
|
11.5K
$278K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.61K+ 83.69% |
$37.9K - $39K
|
3.54K
$85.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12KNew |
$282K - $290K
|
12K
$289K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.17K- 75.47% |
$27.5K - $28.3K
|
381
$9.17K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-412- 25.12% |
$9.68K - $9.96K
|
1.23K
$29.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-129- 87.16% |
$3.03K - $3.12K
|
19
$458
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
1.65KNew |
$38.8K - $39.9K
|
1.65K
$39.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$346K - $356K
|
14.7K
$355K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19KNew |
$447K - $459K
|
19K
$458K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
215+ 11.94% |
$5.05K - $5.2K
|
2.02K
$48.5K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-19.9K- 48.86% |
$467K - $480K
|
20.8K
$501K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.57K- 30.76% |
$131K - $135K
|
12.5K
$302K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
249K+ 109.44% |
$5.85M - $6.02M
|
477K
$11.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
666New |
$15.7K - $16.1K
|
666
$16K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
1.33KNew |
$31.3K - $32.2K
|
1.33K
$32.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.6KNew |
$131K - $135K
|
5.6K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.97K- 16.41% |
$46.2K - $47.7K
|
10.1K
$242K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9.2KNew |
$215K - $222K
|
9.2K
$221K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
39KNew |
$913K - $942K
|
39K
$938K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
880New |
$20.6K - $21.3K
|
880
$21.2K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
72+ 0.61% |
$1.69K - $1.74K
|
11.9K
$287K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.94KNew |
$68.8K - $71K
|
2.94K
$70.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-2.63K- 0.6% |
$61.7K - $63.6K
|
433K
$10.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-16.7K- 62.14% |
$392K - $405K
|
10.2K
$246K
|
|
| Q4 2022 | |||||||
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.6KNew |
$318K - $326K
|
13.6K
$328K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59+ 0.06% |
$1.38K - $1.41K
|
105K
$2.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.53KNew |
$35.7K - $36.6K
|
1.53K
$36.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
14KNew |
$327K - $335K
|
14K
$337K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.35K- 19.13% |
$78.3K - $80.2K
|
14.2K
$341K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
506New |
$11.8K - $12.1K
|
506
$12.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.15K- 43.91% |
$167K - $171K
|
9.13K
$220K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.52KNew |
$35.5K - $36.4K
|
1.52K
$36.6K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.25KNew |
$99.3K - $102K
|
4.25K
$102K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
50.8KNew |
$1.19M - $1.22M
|
50.8K
$1.22M
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-95.3K- 62.18% |
$2.23M - $2.42M
|
58K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10KNew |
$234K - $253K
|
10K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-590- 0.7% |
$13.8K - $15K
|
83.3K
$2.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-9.07K- 13.25% |
$212K - $230K
|
59.4K
$1.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50+ 0.48% |
$1.17K - $1.27K
|
10.4K
$252K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
92.3KNew |
$2.16M - $2.34M
|
92.3K
$2.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$27.6K - $29.9K
|
1.18K
$28.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
609+ 2.22% |
$14.2K - $15.4K
|
28.1K
$676K
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 16.54% |
$41.8K - $45.3K
|
9.02K
$217K
|
|