Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.2K+ 36.83% |
$1.69M - $1.72M
|
75.1K
$6.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.74KNew |
$312K - $319K
|
3.74K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.27K+ 5.13% |
$273K - $279K
|
67.1K
$5.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
282+ 2.96% |
$23.6K - $24.1K
|
9.8K
$854K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 900.0% |
$752 - $768
|
10
$872
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 900.0% |
$752 - $768
|
10
$872
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.04% |
$167 - $171
|
4.69K
$408K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$83.6 - $85.4
|
1
$87.2
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 1.69% |
$251 - $256
|
174
$15.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30- 0.76% |
$2.51K - $2.56K
|
3.94K
$343K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-76- 18.14% |
$6.35K - $6.49K
|
343
$29.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-158- 4.4% |
$13.2K - $13.5K
|
3.43K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-202- 0.12% |
$16.9K - $17.2K
|
172K
$15M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-268- 26.17% |
$22.4K - $22.9K
|
756
$65.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-678- 3.61% |
$56.6K - $57.9K
|
18.1K
$1.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-913- 11.43% |
$76.3K - $77.9K
|
7.07K
$616K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.09K- 14.98% |
$91.2K - $93.2K
|
6.2K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.8K- 81.82% |
$150K - $154K
|
400
$34.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.5K- 36.25% |
$209K - $213K
|
4.4K
$383K
|