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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.2KClosed |
$364K - $371K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-61.7KClosed |
$1.58M - $1.61M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-622Closed |
$15.9K - $16.2K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.55KClosed |
$39.6K - $40.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 01, 2022
Q3 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
6.27KNew |
$158K - $163K
|
6.27K
$151K
|
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
800New |
$20.2K - $20.7K
|
800
$19.3K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-350Closed |
$8.84K - $9.08K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-132KClosed |
$3.35M - $3.43M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-340Closed |
$8.59K - $8.82K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-76.5KClosed |
$1.93M - $1.98M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-120Closed |
$3.03K - $3.11K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
76.3KNew |
$1.93M - $1.98M
|
76.3K
$1.84M
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28.8KClosed |
$704K - $727K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-16.8KClosed |
$411K - $424K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.08KClosed |
$26.4K - $27.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.6KClosed |
$532K - $570K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-10.8KClosed |
$254K - $272K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-3.2KClosed |
$75.3K - $80.7K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-18.1KClosed |
$425K - $456K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.57KClosed |
$60.6K - $64.9K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.6KClosed |
$334K - $337K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-3.68KClosed |
$90K - $91K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-313Closed |
$7.66K - $7.75K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.66KClosed |
$40.7K - $41.1K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-11.6KClosed |
$283K - $286K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-17KClosed |
$413K - $421K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.2KClosed |
$345K - $351K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.9KClosed |
$240K - $245K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-8.48KClosed |
$206K - $210K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
BUY
|
- |
393New |
$9.37K - $9.57K
|
393
$9.46K
|
|
|
Apr 22, 2019
Q1 2019
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-27.1KClosed |
$646K - $660K
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.88KClosed |
$212K - $216K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-16.7KClosed |
$398K - $406K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.1KClosed |
$334K - $337K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-410Closed |
$9.72K - $9.82K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-12.3KClosed |
$292K - $295K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-96Closed |
$2.28K - $2.3K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-150Closed |
$3.56K - $3.59K
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-14.6KClosed |
$346K - $349K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-8.9KClosed |
$213K - $216K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Sageworth Trust CO
|
SELL
|
- |
-138Closed |
$3.3K - $3.35K
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.41KClosed |
$201K - $204K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-15.6KClosed |
$375K - $379K
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11KClosed |
$266K - $269K
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Regions Financial Corp
|
SELL
|
- |
-229Closed |
$5.52K - $5.58K
|
0
$0
|
|
|
Jul 03, 2018
Q2 2018
|
Washington Trust Bank
|
SELL
|
- |
-2.95KClosed |
$71.1K - $71.9K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Rmb Capital Management, LLC
|
SELL
|
- |
-51.2KClosed |
$1.24M - $1.25M
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.63KClosed |
$233K - $235K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16+ 9.14% |
$389 - $394
|
191
$4.6K
|
|
|
Feb 08, 2018
Q4 2017
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.26KClosed |
$30.6K - $31.1K
|
0
$0
|
|