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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-125Closed |
$12.4K - $12.6K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-20- 0.09% |
$1.98K - $2.01K
|
21.8K
$1.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.1KClosed |
$208K - $211K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.66KClosed |
$659K - $669K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-765Closed |
$75.7K - $76.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-2.21KClosed |
$221K - $224K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-20KClosed |
$2M - $2.02M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.21KClosed |
$221K - $224K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-67Closed |
$6.72K - $6.79K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-62Closed |
$6.22K - $6.29K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-220Closed |
$21.9K - $22.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-111Closed |
$11.1K - $11.2K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.69KClosed |
$967K - $975K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-92Closed |
$9.18K - $9.26K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.81KClosed |
$279K - $288K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.31KClosed |
$329K - $340K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.68KClosed |
$266K - $275K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.48KNew |
$247K - $255K
|
2.48K
$216K
|
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.13KClosed |
$212K - $219K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.62KClosed |
$366K - $372K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.34KClosed |
$135K - $137K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.13KClosed |
$215K - $219K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-202Closed |
$20.4K - $20.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-150Closed |
$14.5K - $15.3K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.11KClosed |
$301K - $317K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.59KClosed |
$250K - $263K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.6KClosed |
$348K - $366K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.7KClosed |
$1.14M - $1.2M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
310New |
$28.2K - $31.9K
|
310
$27K
|
|
|
May 15, 2020
Q1 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-85Closed |
$7.73K - $8.75K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-345Closed |
$31.4K - $35.5K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-81.5KClosed |
$7.41M - $8.39M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.22KClosed |
$293K - $331K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-79Closed |
$7.18K - $8.13K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 20, 2020
Q4 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.54KClosed |
$358K - $361K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Fluent Financial, LLC
|
SELL
|
- |
-10.4KClosed |
$1.05M - $1.06M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-305KClosed |
$30.7M - $31M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-540Closed |
$54.3K - $54.9K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-423Closed |
$40.1K - $41K
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Ckw Financial Group
|
SELL
|
- |
-112Closed |
$10.6K - $10.9K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.52KClosed |
$144K - $147K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-351Closed |
$33.9K - $34.3K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-60Closed |
$5.8K - $5.87K
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-9.42KClosed |
$910K - $921K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Stephens Inc
|
BUY
|
- |
5KNew |
$483K - $489K
|
5K
$435K
|
|
|
Aug 09, 2018
Q2 2018
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.24KClosed |
$217K - $220K
|
0
$0
|
|
|
Aug 06, 2018
Q2 2018
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.1KClosed |
$974K - $987K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.7KClosed |
$358K - $362K
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.6KClosed |
$1.41M - $1.43M
|
0
$0
|
|