Latest Institutional Transactions on Ishares U.S. Fixed Income Bala (FIBR)
This table provides information on the latest institutional transactions involving Ishares U.S. Fixed Income Bala (FIBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
5+ 1.39% |
$427 - $444
|
365
$31.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-544- 13.78% |
$46.5K - $48.3K
|
3.4K
$296K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-160- 5.13% |
$13.7K - $14.2K
|
2.96K
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 1.02% |
$85.4 - $88.8
|
99
$8.6K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-668- 21.23% |
$56.4K - $57.5K
|
2.48K
$215K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-103- 1.53% |
$8.69K - $8.87K
|
6.65K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.96K+ 6.77% |
$587K - $599K
|
110K
$9.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-592- 12.83% |
$50K - $51K
|
4.02K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
366+ 10.47% |
$30.9K - $31.5K
|
3.86K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.37K+ 22.58% |
$790K - $806K
|
50.9K
$4.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.71KNew |
$482K - $492K
|
5.71K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.32K- 1.43% |
$196K - $200K
|
160K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-300- 18.0% |
$25.3K - $25.8K
|
1.37K
$119K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
161+ 5.05% |
$13.6K - $13.9K
|
3.35K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1KNew |
$938K - $957K
|
11.1K
$966K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
915+ 12.39% |
$78.1K - $79.3K
|
8.3K
$721K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
266+ 6.73% |
$22.7K - $23.1K
|
4.22K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 10.0% |
$85.3 - $86.7
|
9
$782
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
353New |
$30.1K - $30.6K
|
353
$30.7K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-502- 5.18% |
$42.8K - $43.5K
|
9.19K
$799K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.04K- 28.72% |
$88.9K - $90.3K
|
2.59K
$225K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.64KNew |
$295K - $315K
|
3.64K
$316K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89- 94.68% |
$7.33K - $7.53K
|
5
$434
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
38New |
$3.13K - $3.22K
|
38
$3.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
404New |
$33.3K - $34.2K
|
404
$35.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-678- 3.61% |
$56.6K - $57.9K
|
18.1K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.74KNew |
$312K - $319K
|
3.74K
$325K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 1.69% |
$251 - $256
|
174
$15.1K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
22New |
$1.81K - $1.9K
|
22
$1.91K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 1.0% |
$82.5 - $86.3
|
101
$8.78K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 66.67% |
$165K - $173K
|
1K
$86.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-156- 3.27% |
$12.9K - $13.5K
|
4.61K
$401K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
7.1KNew |
$586K - $613K
|
7.1K
$617K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-163- 2.9% |
$13.4K - $14.1K
|
5.45K
$474K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.97KClosed |
$400K - $422K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
919New |
$73.9K - $78.1K
|
919
$79.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$81.4 - $88.9
|
1
$86.9
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
173New |
$14.5K - $16K
|
173
$15K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.1KClosed |
$2.1M - $2.32M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-226Closed |
$18.9K - $20.9K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10.7K- 7.11% |
$898K - $990K
|
140K
$12.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.4KClosed |
$368K - $406K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.6KClosed |
$1.24M - $1.35M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.5KClosed |
$229K - $248K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.93KClosed |
$268K - $291K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.07KClosed |
$189K - $205K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.3KClosed |
$119K - $129K
|
0
$0
|
|