Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
19.3K+ 666.28% |
$1.62M - $1.78M
|
22.2K
$1.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17.1K+ 7.98% |
$1.43M - $1.58M
|
231K
$20.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4K+ 42.7% |
$1.04M - $1.15M
|
41.6K
$3.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 151.01% |
$991K - $1.09M
|
19.7K
$1.71M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
9.22KNew |
$772K - $852K
|
9.22K
$804K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.86KNew |
$574K - $633K
|
6.86K
$598K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 50.0% |
$83.7K - $92.3K
|
3K
$261K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
173New |
$14.5K - $16K
|
173
$15.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
127+ 0.64% |
$10.6K - $11.7K
|
19.9K
$1.74M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
54+ 8.81% |
$4.52K - $4.99K
|
667
$58.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
35+ 0.38% |
$2.93K - $3.23K
|
9.25K
$806K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-226Closed |
$18.9K - $20.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-277- 3.22% |
$23.2K - $25.6K
|
8.32K
$725K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-423- 8.62% |
$35.4K - $39.1K
|
4.48K
$391K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-559- 1.13% |
$46.8K - $51.6K
|
48.7K
$4.25M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-599- 6.53% |
$50.1K - $55.3K
|
8.57K
$747K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-960- 14.97% |
$80.4K - $88.6K
|
5.45K
$475K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.03K- 7.81% |
$86.5K - $95.4K
|
12.2K
$1.06M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.05K- 24.03% |
$87.9K - $96.9K
|
3.32K
$289K
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.3K- 12.15% |
$109K - $120K
|
9.39K
$819K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.4K- 20.78% |
$117K - $129K
|
5.34K
$465K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.56K- 40.56% |
$130K - $144K
|
2.28K
$199K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.19K- 18.88% |
$184K - $202K
|
9.43K
$821K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.72K- 95.83% |
$227K - $251K
|
118
$10.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.72K- 95.83% |
$227K - $251K
|
118
$10.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.4KClosed |
$368K - $406K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.4K- 51.99% |
$369K - $407K
|
4.07K
$354K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-4.83K- 93.34% |
$405K - $446K
|
345
$30.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10.7K- 7.11% |
$898K - $990K
|
140K
$12.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.1KClosed |
$2.1M - $2.32M
|
0
$0
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-57.6K- 92.03% |
$4.82M - $5.32M
|
5K
$435K
|