Purchases and Sales Made in Q1 2022 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 2022. 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 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
30.1K+ 16.36% |
$2.75M - $2.99M
|
214K
$18.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.2K+ 9.58% |
$1.21M - $1.31M
|
151K
$13.1M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.4K+ 26.58% |
$947K - $1.03M
|
49.3K
$4.3M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.58K+ 247.47% |
$511K - $554K
|
7.84K
$683K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.72K+ 2300.85% |
$248K - $269K
|
2.83K
$247K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.21K+ 3.66% |
$202K - $220K
|
62.6K
$5.46M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.89K+ 10.52% |
$172K - $187K
|
19.8K
$1.73M
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
1.11K+ 33.66% |
$101K - $110K
|
4.4K
$383K
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
380+ 3.69% |
$34.8K - $37.7K
|
10.7K
$932K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
300+ 3.36% |
$27.4K - $29.8K
|
9.22K
$803K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
250+ 5.37% |
$22.9K - $24.8K
|
4.91K
$428K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.01% |
$91.5 - $99.2
|
9.17K
$799K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33- 0.38% |
$3.02K - $3.27K
|
8.6K
$749K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-50- 1.7% |
$4.57K - $4.96K
|
2.9K
$252K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-73- 1.13% |
$6.68K - $7.24K
|
6.41K
$559K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126- 3.18% |
$11.5K - $12.5K
|
3.84K
$334K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-242- 1.8% |
$22.1K - $24K
|
13.2K
$1.15M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 13.04% |
$27.4K - $29.8K
|
2K
$174K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-457- 6.35% |
$41.8K - $45.3K
|
6.74K
$587K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-466- 9.64% |
$42.6K - $46.2K
|
4.37K
$381K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-839- 22.85% |
$76.7K - $83.2K
|
2.83K
$247K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.01K- 62.25% |
$92.5K - $100K
|
613
$53.4K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.3KClosed |
$119K - $129K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.43K- 5.38% |
$131K - $142K
|
25.1K
$2.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.74KClosed |
$159K - $172K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.07KClosed |
$189K - $205K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.46K- 22.52% |
$225K - $244K
|
8.47K
$738K
|
|
|
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 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.59K- 32.48% |
$511K - $555K
|
11.6K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.6KClosed |
$1.24M - $1.35M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.3KClosed |
$1.58M - $1.72M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.5K- 40.14% |
$1.79M - $1.94M
|
29.1K
$2.54M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-32K- 86.08% |
$2.93M - $3.18M
|
5.18K
$451K
|