Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.5K+ 29.38% |
$1.03M - $1.07M
|
54.9K
$4.78M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.1K+ 23.49% |
$1M - $1.05M
|
63.8K
$5.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
7.1KNew |
$586K - $613K
|
7.1K
$619K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
505+ 97.3% |
$41.6K - $43.6K
|
1.02K
$89.2K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
358+ 1.94% |
$29.5K - $30.9K
|
18.8K
$1.64M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
234+ 126.49% |
$19.3K - $20.2K
|
419
$36.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
121+ 1.29% |
$9.98K - $10.4K
|
9.52K
$830K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
87+ 1.28% |
$7.17K - $7.51K
|
6.89K
$601K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
22New |
$1.81K - $1.9K
|
22
$1.92K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 1.0% |
$82.5 - $86.3
|
101
$8.8K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 1.67% |
$247 - $259
|
177
$15.4K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 90.0% |
$742 - $776
|
1
$87.2
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21- 0.58% |
$1.73K - $1.81K
|
3.59K
$313K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-121- 2.52% |
$9.98K - $10.4K
|
4.69K
$408K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-156- 3.27% |
$12.9K - $13.5K
|
4.61K
$402K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-163- 2.9% |
$13.4K - $14.1K
|
5.45K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-170- 4.11% |
$14K - $14.7K
|
3.97K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-227- 5.18% |
$18.7K - $19.6K
|
4.15K
$362K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-978- 10.91% |
$80.6K - $84.4K
|
7.99K
$696K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 66.67% |
$165K - $173K
|
1K
$87.2K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.58K- 26.13% |
$213K - $222K
|
7.29K
$635K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-24.4K- 12.43% |
$2.01M - $2.1M
|
172K
$15M
|