Latest Institutional Purchases of Flexshares Tr Iboxx 3 Yr Targe (TDTT)
This list provides information on the latest institutional transactions involving Flexshares Tr Iboxx 3 Yr Targe (TDTT) stock that were buys. 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 purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.48% |
$23.6 - $24
|
211
$5.14K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.4KNew |
$384K - $395K
|
16.4K
$399K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.2KNew |
$379K - $390K
|
16.2K
$394K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
10.2KNew |
$239K - $246K
|
10.2K
$248K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.39KNew |
$197K - $202K
|
8.39K
$204K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.98KNew |
$69.8K - $71.8K
|
2.98K
$72.5K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92New |
$2.16K - $2.22K
|
92
$2.24K
|
|
Q2 2024 | |||||||
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
127KNew |
$2.96M - $2.99M
|
127K
$3.08M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.9K+ 226.24% |
$745K - $754K
|
46K
$1.12M
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
17.8KNew |
$416K - $421K
|
17.8K
$434K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.4KNew |
$382K - $387K
|
16.4K
$398K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
561New |
$13.1K - $13.3K
|
561
$13.7K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
314New |
$7.34K - $7.43K
|
314
$7.64K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
216New |
$5.05K - $5.11K
|
216
$5.26K
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
200New |
$4.67K - $4.73K
|
200
$4.87K
|
|
Q1 2024 | |||||||
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.63K+ 1270.88% |
$156K - $158K
|
7.16K
$174K
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.33K+ 9.71% |
$78.2K - $79.2K
|
37.7K
$916K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.53K+ 21.39% |
$59.4K - $60.1K
|
14.3K
$349K
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.95KNew |
$45.8K - $46.4K
|
1.95K
$47.5K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
475New |
$11.2K - $11.3K
|
475
$11.6K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$9.39K - $9.51K
|
400
$9.74K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$23.5 - $23.8
|
1
$24.3
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38.4KNew |
$882K - $908K
|
38.4K
$934K
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
19.3KNew |
$443K - $457K
|
19.3K
$470K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.5KNew |
$355K - $366K
|
15.5K
$376K
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
11KNew |
$254K - $261K
|
11K
$269K
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.59KNew |
$197K - $203K
|
8.59K
$209K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6.15KNew |
$141K - $146K
|
6.15K
$150K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.14KNew |
$49.1K - $50.6K
|
2.14K
$52K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.25KNew |
$28.7K - $29.6K
|
1.25K
$30.4K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$23K - $23.7K
|
1K
$24.3K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$278K - $282K
|
12K
$292K
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
10.6KNew |
$246K - $250K
|
10.6K
$259K
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.7KNew |
$201K - $205K
|
8.7K
$212K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.58KNew |
$36.5K - $37.1K
|
1.58K
$38.4K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
213+ 5.37% |
$4.93K - $5.01K
|
4.18K
$102K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
103+ 1.03% |
$2.38K - $2.42K
|
10.1K
$245K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$92.6 - $94.1
|
9.12K
$222K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
249K+ 109.44% |
$5.85M - $6.02M
|
477K
$11.6M
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
146K+ 1278.99% |
$3.43M - $3.53M
|
157K
$3.83M
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19KNew |
$447K - $459K
|
19K
$462K
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$346K - $356K
|
14.7K
$359K
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12KNew |
$282K - $290K
|
12K
$292K
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
1.65KNew |
$38.8K - $39.9K
|
1.65K
$40.2K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.61K+ 83.69% |
$37.9K - $39K
|
3.54K
$86.1K
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
1.33KNew |
$31.3K - $32.2K
|
1.33K
$32.4K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
666New |
$15.7K - $16.1K
|
666
$16.2K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
215+ 11.94% |
$5.05K - $5.2K
|
2.02K
$49K
|