Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
FlexShares iBoxx 5 Year Target (TDTF)  
$23.22 0.16 (0.68%) as of 4:30 Fri 6/7


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    4
Total shares held : 
 28,233,671  
% of shares held : 
 12.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -802,194  
% of shares held change : 
   -0.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.61  
Last Quarter's Ending Price : 
 $23.65  
Last Quarter's Average Price : 
 $23.53  
Change from last quarter's     
avg. price to the last closing  : 
0.31 (1.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 145,985
 0.52%
 
Increased Positions :
14
 2,302,332
 8.15%
 
Unchanged Positions :
9
 36,668
 0.13%
 
Decreased Positions :
33
-2,919,305
-10.34%
 
Closed Positions :
7
-331,206
-1.17%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORTHERN TRUST CORP 288 - 2024-03-31 14,809,712 $350,250,000 -1,143,384
   Ronald Blue Trust Inc. 21 - 2024-03-31 4,204,850 $99,445,000 -358,926
   AMERIPRISE FINANCIAL INC 1955 - 2024-03-31 331,197 $7,829,000 -357,394
   BANK OF AMERICA CORP /DE/ 2871 - 2024-03-31 239,190 $5,657,000 -57,282
   Rockefeller Capital Management L.P. 762 - 2024-03-31 165,218 $3,907,000 -12,787
   Kendall Capital Management 18 - 2024-03-31 150,854 $3,568,000 -1,588
   JANE STREET GROUP LLC 1684 - 2024-03-31 137,397 $3,249,000 -83,008
   VeraBank N.A. 27 - 2024-03-31 119,129 $2,817,000 -4,178
   Yoder Wealth Management Inc. 21 - 2024-03-31 103,316 $2,443,000 -1,168
   Chesapeake Wealth Management 48 - 2024-03-31 79,962 $1,891,000 -10,055
   BFSG LLC 112 - 2024-03-31 78,707 $1,861,000 -426
   ROYAL BANK OF CANADA 3118 - 2024-03-31 34,944 $827,000 -28,995
   Archvest Wealth Advisors Inc. 29 - 2024-03-31 33,617 $786,000 -7,206
   TIEMANN INVESTMENT ADVISORS LLC 67 - 2024-03-31 30,876 $730,000 -10,625
   MERCER GLOBAL ADVISORS INC /ADV 1114 - 2024-03-31 29,435 $696,000 -1,156
   ENVESTNET ASSET MANAGEMENT INC 3262 - 2024-03-31 27,225 $644,000 -11,321
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3447 - 2024-03-31 20,854 $493,000 -84,631
   FINANCIAL NETWORK 2036 - 2024-03-31 17,699 $419,000 -9,874
   GREENLEAF TRUST 680 - 2024-03-31 10,223 $242,000 -6,229
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2909 - 2024-03-31 9,542 $226,000 -2,034
   Bell Investment Advisors Inc 96 - 2024-03-31 9,383 $222,000 -5,859
   WELLS FARGO & CO/MN 3923 - 2024-03-31 8,590 $203,000 -141
   CREATIVE FINANCIAL DESIGNS INC /ADV 531 - 2024-03-31 4,950 $117,000 -1,664
   PNC FINANCIAL SERVICES GROUP INC 4303 - 2024-03-31 22 $1,000 -4,432
   FMR LLC 4729 - 2024-03-31 1 $0 -1
  25 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us