Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-311- 7.97% |
$7.26K - $7.36K
|
3.59K
$84.6K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-187- 1.34% |
$4.37K - $4.42K
|
13.7K
$323K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.4K- 79.69% |
$385K - $390K
|
4.18K
$98.5K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.03K- 58.14% |
$71.2K - $72.1K
|
2.18K
$51.5K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.59KClosed |
$60.7K - $61.5K
|
0
$0
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-61.6K- 81.34% |
$1.42M - $1.46M
|
14.1K
$333K
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-18.8KClosed |
$432K - $445K
|
0
$0
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-16K- 60.22% |
$367K - $378K
|
10.6K
$249K
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-9.34K- 17.5% |
$215K - $221K
|
44K
$1.04M
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-3.7K- 20.25% |
$85K - $87.5K
|
14.6K
$343K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.81K- 99.94% |
$41.5K - $42.7K
|
1
$23.6
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-900- 60.65% |
$20.7K - $21.3K
|
584
$13.8K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-549- 53.3% |
$12.6K - $13K
|
481
$11.3K
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-313- 3.39% |
$7.19K - $7.41K
|
8.93K
$210K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.64K- 38.29% |
$131K - $133K
|
9.09K
$214K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.12K- 3.22% |
$25.9K - $26.3K
|
33.6K
$792K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.03K- 0.95% |
$23.7K - $24.1K
|
107K
$2.52M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-939- 1.59% |
$21.7K - $22.1K
|
58.2K
$1.37M
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-200- 2.2% |
$4.63K - $4.71K
|
8.88K
$209K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-19.9K- 48.86% |
$467K - $480K
|
20.8K
$490K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.57K- 30.76% |
$131K - $135K
|
12.5K
$296K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.17K- 75.47% |
$27.5K - $28.3K
|
381
$8.98K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-412- 25.12% |
$9.68K - $9.96K
|
1.23K
$28.9K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-276- 2.34% |
$6.49K - $6.67K
|
11.5K
$272K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-129- 87.16% |
$3.03K - $3.12K
|
19
$448
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9- 0.21% |
$212 - $218
|
4.36K
$103K
|
|
Q1 2023 | |||||||
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-16.7K- 62.14% |
$392K - $405K
|
10.2K
$241K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.19K- 57.48% |
$145K - $150K
|
4.58K
$108K
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-2.63K- 0.6% |
$61.7K - $63.6K
|
433K
$10.2M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.97K- 16.41% |
$46.2K - $47.7K
|
10.1K
$237K
|
|
Q4 2022 | |||||||
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.15K- 43.91% |
$167K - $171K
|
9.13K
$215K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.35K- 19.13% |
$78.3K - $80.2K
|
14.2K
$334K
|
|
Q3 2022 | |||||||
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-95.3K- 62.18% |
$2.23M - $2.42M
|
58K
$1.37M
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-9.07K- 13.25% |
$212K - $230K
|
59.4K
$1.4M
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6K- 26.54% |
$140K - $152K
|
16.6K
$391K
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 16.54% |
$41.8K - $45.3K
|
9.02K
$213K
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-670- 4.24% |
$15.7K - $17K
|
15.1K
$357K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-659- 27.13% |
$15.4K - $16.7K
|
1.77K
$41.7K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-590- 0.7% |
$13.8K - $15K
|
83.3K
$1.96M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-216- 28.8% |
$5.05K - $5.48K
|
534
$12.6K
|
|
Q2 2022 | |||||||
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-26.6KClosed |
$656K - $686K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21.6K- 93.49% |
$534K - $559K
|
1.51K
$35.5K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-19KClosed |
$469K - $491K
|
0
$0
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-15.1KClosed |
$373K - $390K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-10KClosed |
$247K - $258K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-8.68K- 51.47% |
$214K - $224K
|
8.18K
$193K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.73KClosed |
$191K - $200K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.61K- 30.92% |
$89.2K - $93.2K
|
8.07K
$190K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.34KClosed |
$57.8K - $60.4K
|
0
$0
|