Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.3KNew |
$1.71M - $1.74M
|
17.3K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
13.5KNew |
$1.33M - $1.35M
|
13.5K
$1.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.03K+ 7.02% |
$893K - $907K
|
138K
$12M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.16K+ 4.64% |
$807K - $820K
|
184K
$16M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.27K+ 73.15% |
$719K - $731K
|
17.2K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.15K+ 22.48% |
$707K - $718K
|
39K
$3.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.23K+ 12.03% |
$517K - $525K
|
48.7K
$4.24M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.93KNew |
$290K - $294K
|
2.93K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.26KNew |
$223K - $227K
|
2.26K
$197K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.07KNew |
$204K - $208K
|
2.07K
$180K
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.74KNew |
$172K - $175K
|
1.74K
$151K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 4.18% |
$105K - $107K
|
26.6K
$2.31M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
495+ 0.83% |
$49K - $49.8K
|
60.4K
$5.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
457+ 2.61% |
$45.2K - $45.9K
|
17.9K
$1.56M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
283+ 2.82% |
$28K - $28.4K
|
10.3K
$899K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
270+ 19.94% |
$26.7K - $27.1K
|
1.62K
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
200+ 4.49% |
$19.8K - $20.1K
|
4.66K
$406K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
92+ 1.04% |
$9.1K - $9.25K
|
8.92K
$777K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12+ 0.48% |
$1.19K - $1.21K
|
2.5K
$218K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5+ 0.08% |
$494 - $503
|
6.49K
$565K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.07% |
$198 - $201
|
2.95K
$257K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 0.05% |
$198 - $201
|
3.67K
$320K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 0.09% |
$1.19K - $1.21K
|
13.6K
$1.18M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-20- 0.09% |
$1.98K - $2.01K
|
21.8K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81- 98.78% |
$8.01K - $8.14K
|
1
$87.2
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-125Closed |
$12.4K - $12.6K
|
0
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 11.54% |
$29.7K - $30.2K
|
2.3K
$200K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-400- 4.18% |
$39.6K - $40.2K
|
9.17K
$799K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-425- 8.08% |
$42K - $42.7K
|
4.84K
$421K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-765Closed |
$75.7K - $76.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-770- 16.27% |
$76.1K - $77.4K
|
3.96K
$345K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.13K- 83.35% |
$112K - $114K
|
226
$19.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.29K- 49.83% |
$128K - $130K
|
1.3K
$113K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.52K- 99.93% |
$150K - $153K
|
1
$87.2
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.1KClosed |
$208K - $211K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.13K- 22.23% |
$309K - $314K
|
10.9K
$953K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.5K- 51.57% |
$346K - $352K
|
3.29K
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.7K- 33.99% |
$366K - $372K
|
7.19K
$627K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.66KClosed |
$659K - $669K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-10.3KClosed |
$1.02M - $1.03M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-18.4K- 33.11% |
$1.82M - $1.85M
|
37.2K
$3.24M
|