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 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-23- 0.16% |
$542 - $553
|
14.5K
$346K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-172- 6.15% |
$4.05K - $4.13K
|
2.63K
$62.9K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-205- 1.76% |
$4.83K - $4.93K
|
11.5K
$275K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-331- 52.79% |
$7.8K - $7.96K
|
296
$7.09K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-595- 27.24% |
$14K - $14.3K
|
1.59K
$38.1K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.21K- 3.74% |
$28.5K - $29.1K
|
31.1K
$746K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.4K- 7.97% |
$32.9K - $33.6K
|
16.1K
$387K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.44K- 3.69% |
$34K - $34.7K
|
37.6K
$901K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.58K- 8.07% |
$37.2K - $38K
|
18K
$431K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.49K- 14.22% |
$58.6K - $59.8K
|
15K
$359K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.21K- 15.03% |
$75.6K - $77.2K
|
18.1K
$435K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.3K- 24.03% |
$77.7K - $79.3K
|
10.4K
$250K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.69K- 28.85% |
$86.8K - $88.6K
|
9.09K
$218K
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-5.92K- 31.61% |
$140K - $142K
|
12.8K
$307K
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-6.53K- 4.56% |
$154K - $157K
|
137K
$3.28M
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6.55K- 19.2% |
$154K - $157K
|
27.6K
$661K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.51K- 2.4% |
$177K - $181K
|
306K
$7.33M
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-7.65K- 20.83% |
$180K - $184K
|
29.1K
$697K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.87K- 20.25% |
$232K - $237K
|
38.9K
$931K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.1K- 23.56% |
$403K - $411K
|
55.5K
$1.33M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.5K- 36.68% |
$459K - $469K
|
33.6K
$806K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 55.65% |
$530K - $541K
|
18K
$430K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.4K- 21.95% |
$575K - $587K
|
86.8K
$2.08M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-44.8K- 62.36% |
$1.06M - $1.08M
|
27.1K
$648K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-61.7K- 71.95% |
$1.45M - $1.48M
|
24K
$576K
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-95.2K- 20.94% |
$2.24M - $2.29M
|
359K
$8.61M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-114K- 55.81% |
$2.68M - $2.73M
|
90K
$2.16M
|