Elmwood Wealth Management, Inc. Ishares U.S. Fixed Income Bala Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	$94.77 - $97.0 $40,087 - $41,031	-423 Closed	0 $0
Q2 2018 Aug 22, 2018	BUY	$96.65 - $97.95 $40,882 - $41,432	423 New	423 $41 Million

Others Institutions Holding FIBR

# of Institutions

21

Shares Held

349K

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

160K
Shares

$14.5 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

99.1K
Shares

$8.94 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

30.3K
Shares

$2.74 Million
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

17.9K
Shares

$1.62 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

6.88K
Shares

$620,283
0.0% of portfolio

About ISHARES U.S. FIXED INCOME BALA

Ticker FIBR
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