Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34.9K+ 24.76% |
$3.5M - $3.54M
|
176K
$15.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.5K+ 12.73% |
$1.46M - $1.47M
|
129K
$11.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
BUY
|
- |
10.3KNew |
$1.03M - $1.04M
|
10.3K
$896K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.78K+ 32.41% |
$781K - $789K
|
31.8K
$2.77M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.03K+ 7.21% |
$404K - $409K
|
59.9K
$5.22M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.77K+ 9.5% |
$378K - $382K
|
43.4K
$3.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.67KNew |
$368K - $373K
|
3.67K
$320K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
2.58K+ 4.87% |
$259K - $262K
|
55.6K
$4.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
956+ 16.38% |
$95.9K - $96.9K
|
6.79K
$592K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
796+ 3.22% |
$79.8K - $80.7K
|
25.5K
$2.22M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
765New |
$76.7K - $77.6K
|
765
$66.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
648+ 7.92% |
$65K - $65.7K
|
8.83K
$769K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
199+ 7.25% |
$20K - $20.2K
|
2.95K
$257K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
125New |
$12.5K - $12.7K
|
125
$10.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66+ 0.67% |
$6.62K - $6.69K
|
9.94K
$866K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
59+ 0.34% |
$5.92K - $5.98K
|
17.5K
$1.52M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
54+ 2.13% |
$5.41K - $5.48K
|
2.59K
$226K
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
17+ 0.17% |
$1.7K - $1.72K
|
10K
$874K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13+ 0.2% |
$1.3K - $1.32K
|
6.48K
$565K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12+ 0.48% |
$1.2K - $1.22K
|
2.49K
$217K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.46% |
$702 - $710
|
1.52K
$132K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-49- 0.51% |
$4.91K - $4.97K
|
9.57K
$834K
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-62Closed |
$6.22K - $6.29K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-67Closed |
$6.72K - $6.79K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-70- 4.91% |
$7.02K - $7.1K
|
1.36K
$118K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81- 49.69% |
$8.12K - $8.21K
|
82
$7.15K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-89- 6.17% |
$8.92K - $9.03K
|
1.35K
$118K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-110- 4.98% |
$11K - $11.2K
|
2.1K
$183K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-281- 4.05% |
$28.2K - $28.5K
|
6.66K
$581K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-633- 5.49% |
$63.5K - $64.2K
|
10.9K
$950K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-791- 5.51% |
$79.3K - $80.2K
|
13.6K
$1.18M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-800- 23.53% |
$80.2K - $81.1K
|
2.6K
$227K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.01K- 16.12% |
$101K - $103K
|
5.26K
$458K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.92K- 28.91% |
$193K - $195K
|
4.73K
$412K
|
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
SELL
|
- |
-2.14KClosed |
$215K - $217K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.21KClosed |
$221K - $224K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-2.21KClosed |
$221K - $224K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.93KClosed |
$294K - $297K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.25K- 37.8% |
$526K - $532K
|
8.63K
$752K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.66KClosed |
$668K - $676K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-20KClosed |
$2M - $2.02M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.6K- 71.72% |
$3.57M - $3.61M
|
14.1K
$1.23M
|