Purchases and Sales Made in Q1 2025 in Ishares U.S. Fixed Income Bala (FIBR)
This table provides information about the institutional ownership of Ishares U.S. Fixed Income Bala (FIBR) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES U.S. FIXED INCOME BALA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.7KNew |
$2.31M - $2.35M
|
26.7K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.07KNew |
$439K - $446K
|
5.07K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.27K+ 38.51% |
$110K - $111K
|
4.55K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20New |
$1.73K - $1.76K
|
20
$1.76K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
16New |
$1.39K - $1.41K
|
16
$1.41K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.2% |
$173 - $176
|
169
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$86.6 - $88
|
1
$87.9
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 0.28% |
$86.6 - $88
|
359
$31.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 1.15% |
$173 - $176
|
172
$15.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-80- 1.66% |
$6.93K - $7.04K
|
4.74K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-200- 5.5% |
$17.3K - $17.6K
|
3.44K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-260- 19.02% |
$22.5K - $22.9K
|
1.11K
$97.3K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-337- 14.36% |
$29.2K - $29.7K
|
2.01K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.05K- 2.58% |
$264K - $268K
|
115K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.1K- 43.96% |
$702K - $713K
|
10.3K
$908K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-25.6K- 95.74% |
$2.21M - $2.25M
|
1.14K
$99.9K
|