Purchases and Sales Made in Q4 2024 in Flexshares Tr Iboxx 3 Yr Targe (TDTT)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 3 Yr Targe (TDTT) during Q4 2024. The information is specifically focused on institutions that hold shares of FLEXSHARES TR IBOXX 3 YR TARGE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.62M+ 16.34% |
$227M - $231M
|
68.5M
$1.64B
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
434KNew |
$10.2M - $10.4M
|
434K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
304K+ 402.32% |
$7.17M - $7.31M
|
380K
$9.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
165K+ 20.0% |
$3.9M - $3.98M
|
993K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
138KNew |
$3.25M - $3.31M
|
138K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
94.7KNew |
$2.23M - $2.28M
|
94.7K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
52.2KNew |
$1.23M - $1.26M
|
52.2K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.4K+ 5.1% |
$857K - $875K
|
750K
$18M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
32.8K+ 69.12% |
$772K - $788K
|
80.2K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
31.5KNew |
$742K - $758K
|
31.5K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.7KNew |
$700K - $715K
|
29.7K
$712K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
27.6K+ 5.13% |
$650K - $664K
|
566K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.6K+ 9.19% |
$650K - $663K
|
328K
$7.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.9K+ 20.33% |
$446K - $455K
|
112K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$427K - $436K
|
18.1K
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16.5K+ 9.26% |
$388K - $397K
|
195K
$4.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
16.4K+ 4.75% |
$386K - $394K
|
361K
$8.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16KNew |
$378K - $386K
|
16K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16KNew |
$376K - $384K
|
16K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13.6KNew |
$320K - $326K
|
13.6K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
13.1KNew |
$309K - $315K
|
13.1K
$314K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 7.45% |
$255K - $260K
|
156K
$3.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.96K+ 0.57% |
$234K - $239K
|
1.77M
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.22K+ 0.82% |
$217K - $222K
|
1.13M
$27M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.57KNew |
$202K - $206K
|
8.57K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.43K+ 25.81% |
$199K - $203K
|
41.1K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.86K+ 61.87% |
$185K - $189K
|
20.6K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.05K+ 13.9% |
$166K - $169K
|
57.7K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.93KNew |
$163K - $167K
|
6.93K
$166K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6.7K+ 4.79% |
$158K - $161K
|
147K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.1K+ 59.52% |
$144K - $147K
|
16.4K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.74KNew |
$112K - $114K
|
4.74K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.64K+ 48.21% |
$85.7K - $87.4K
|
11.2K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.48K+ 11.39% |
$81.9K - $83.6K
|
34K
$814K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.97K+ 0.39% |
$46.3K - $47.2K
|
506K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.64K+ 80.02% |
$38.7K - $39.5K
|
3.69K
$88.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.48K+ 16.92% |
$34.8K - $35.5K
|
10.2K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.47K+ 5.66% |
$34.5K - $35.2K
|
27.3K
$655K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.42KNew |
$33.5K - $34.2K
|
1.42K
$34.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.32K+ 8.21% |
$31.2K - $31.8K
|
17.5K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
742+ 26.46% |
$17.5K - $17.8K
|
3.55K
$85K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
518New |
$12.2K - $12.5K
|
518
$12.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
435New |
$10.2K - $10.5K
|
435
$10.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
336New |
$7.91K - $8.08K
|
336
$8.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
271+ 36.04% |
$6.38K - $6.51K
|
1.02K
$24.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
195+ 19.8% |
$4.59K - $4.69K
|
1.18K
$28.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
139New |
$3.27K - $3.34K
|
139
$3.33K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
17+ 7.17% |
$400 - $409
|
254
$6.09K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3+ 0.96% |
$70.7 - $72.1
|
317
$7.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.48% |
$23.6 - $24
|
211
$5.06K
|