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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
39KNew |
$913K - $942K
|
39K
$948K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9.2KNew |
$215K - $222K
|
9.2K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.6KNew |
$131K - $135K
|
5.6K
$136K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.94KNew |
$68.8K - $71K
|
2.94K
$71.5K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
880New |
$20.6K - $21.3K
|
880
$21.4K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
72+ 0.61% |
$1.69K - $1.74K
|
11.9K
$290K
|
|
| Q4 2022 | |||||||
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
50.8KNew |
$1.19M - $1.22M
|
50.8K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
14KNew |
$327K - $335K
|
14K
$341K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.6KNew |
$318K - $326K
|
13.6K
$331K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.25KNew |
$99.3K - $102K
|
4.25K
$103K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.53KNew |
$35.7K - $36.6K
|
1.53K
$37.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.52KNew |
$35.5K - $36.4K
|
1.52K
$36.9K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
506New |
$11.8K - $12.1K
|
506
$12.3K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59+ 0.06% |
$1.38K - $1.41K
|
105K
$2.56M
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
108KNew |
$2.53M - $2.74M
|
108K
$2.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
92.3KNew |
$2.16M - $2.34M
|
92.3K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10KNew |
$234K - $253K
|
10K
$243K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.88KNew |
$231K - $251K
|
9.88K
$241K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$27.6K - $29.9K
|
1.18K
$28.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
609+ 2.22% |
$14.2K - $15.4K
|
28.1K
$683K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50+ 0.48% |
$1.17K - $1.27K
|
10.4K
$254K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.8K+ 4.68% |
$217K - $227K
|
197K
$4.79M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
8.6K+ 9.01% |
$212K - $222K
|
104K
$2.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
400New |
$9.88K - $10.3K
|
400
$9.74K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
95+ 17.03% |
$2.35K - $2.45K
|
653
$15.9K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
13KNew |
$334K - $344K
|
13K
$317K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
308New |
$7.9K - $8.15K
|
308
$7.5K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
13.1KNew |
$343K - $350K
|
13.1K
$319K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2KNew |
$52.3K - $53.3K
|
2K
$48.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
521New |
$13.6K - $13.9K
|
521
$12.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
85+ 73.91% |
$2.22K - $2.27K
|
200
$4.87K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
70New |
$1.83K - $1.87K
|
70
$1.7K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
9.85KNew |
$259K - $263K
|
9.85K
$240K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
833+ 8.37% |
$21.9K - $22.3K
|
10.8K
$262K
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
567New |
$14.9K - $15.2K
|
567
$13.8K
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
76.3KNew |
$1.93M - $1.98M
|
76.3K
$1.86M
|
|
|
Dec 01, 2022
Q3 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
6.27KNew |
$158K - $163K
|
6.27K
$153K
|
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
800New |
$20.2K - $20.7K
|
800
$19.5K
|
|
| Q1 2019 | |||||||
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
BUY
|
- |
393New |
$9.37K - $9.57K
|
393
$9.57K
|
|
| Q4 2017 | |||||||
|
Feb 02, 2018
Q4 2017
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
4.37KNew |
$106K - $108K
|
4.37K
$106K
|
|
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16+ 9.14% |
$389 - $394
|
191
$4.65K
|
|
| Q3 2017 | |||||||
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
4.77KNew |
$117K - $117K
|
4.77K
$116K
|
|
|
Oct 19, 2017
Q3 2017
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.5KNew |
$61.4K - $61.5K
|
2.5K
$60.9K
|
|
|
Nov 14, 2017
Q3 2017
|
Covington Capital Management
|
BUY
|
- |
348New |
$8.55K - $8.56K
|
348
$8.47K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$24.6 - $24.6
|
1
$24.3
|
|