Purchases and Sales Made in Q1 2022 in Ishares Tr Fallen Angels Usd B (FALN)

FALN Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Fallen Angels Usd B (FALN) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR FALLEN ANGELS USD B.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
1.19K
+ 26.77%
$32.2K - $35.6K
5.64K $151K
May 06, 2022 Q1 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.12K
+ 8.14%
$30.3K - $33.5K
14.9K $399K
May 18, 2022 Q1 2022
Range Financial Group LLC

BUY
 -
1.03K
+ 3.61%
$27.9K - $30.8K
29.6K $794K
May 02, 2022 Q1 2022
Roosevelt Investment Group LLC

BUY
 -
923
+ 5.04%
$25K - $27.6K
19.2K $517K
Apr 29, 2022 Q1 2022
Latitude Advisors, LLC

BUY
 -
834
+ 3.56%
$22.6K - $24.9K
24.2K $651K
May 13, 2022 Q1 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
788
+ 111.3%
$21.3K - $23.6K
1.5K $40.2K
May 16, 2022 Q1 2022
Kraematon Investment Advisors, Inc

BUY
 -
779
+ 0.53%
$21.1K - $23.3K
147K $3.96M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
721
+ 4.43%
$19.5K - $21.6K
17K $457K
May 13, 2022 Q1 2022
Penserra Capital Management LLC

Orinda, CA
BUY
 -
714
New
$19.3K - $21.3K
714 $19.2K
May 13, 2022 Q1 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
665
New
$18K - $19.9K
665 $17.9K
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
515
New
$13.9K - $15.4K
515 $13.8K
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
515
New
$13.9K - $15.4K
515 $13.8K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
443
+ 5.13%
$12K - $13.2K
9.08K $244K
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
379
New
$10.3K - $11.3K
379 $10.2K
May 09, 2022 Q1 2022
Herold Advisors, Inc.

BUY
 -
360
New
$9.75K - $10.8K
360 $9.67K
May 10, 2022 Q1 2022
Provence Wealth Management Group

BUY
 -
328
+ 4.07%
$8.88K - $9.81K
8.4K $226K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
323
+ 6.9%
$8.74K - $9.66K
5K $134K
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
BUY
 -
272
New
$7.36K - $8.13K
272 $7.31K
May 13, 2022 Q1 2022
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
184
+ 0.66%
$4.98K - $5.5K
28K $752K
Apr 25, 2022 Q1 2022
Clean Yield Group

BUY
 -
147
New
$3.98K - $4.4K
147 $3.95K
May 26, 2022 Q1 2022
Gradient Investments LLC

BUY
 -
121
+ 1.62%
$3.28K - $3.62K
7.58K $203K
May 13, 2022 Q1 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
107
New
$2.9K - $3.2K
107 $2.87K
Apr 14, 2022 Q1 2022
First Command Advisory Services, Inc.

BUY
 -
84
New
$2.27K - $2.51K
84 $2.26K
Apr 20, 2022 Q1 2022
Harbor Investment Advisory, LLC

BUY
 -
69
New
$1.87K - $2.06K
69 $1.85K
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

BUY
 -
60
+ 0.3%
$1.62K - $1.79K
20.2K $542K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
52
+ 7.06%
$1.41K - $1.55K
789 $21.2K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
41
+ 0.53%
$1.11K - $1.23K
7.75K $208K
Apr 19, 2022 Q1 2022
Farmers & Merchants Investments Inc

BUY
 -
21
New
$568 - $628
21 $564
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2
+ 0.57%
$54.1 - $59.8
355 $9.54K
May 13, 2022 Q1 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-2
- 6.67%
$54.1 - $59.8
28 $752
May 04, 2022 Q1 2022
Financial Advisory Service, Inc.

SELL
 -
-37
Closed
$1K - $1.11K
0 $0
May 12, 2022 Q1 2022
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-75
- 3.12%
$2.03K - $2.24K
2.33K $62.5K
May 16, 2022 Q1 2022
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-120
Closed
$3.25K - $3.59K
0 $0
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

SELL
 -
-229
Closed
$6.2K - $6.85K
0 $0
Apr 19, 2022 Q1 2022
Secure Asset Management, LLC

SELL
 -
-334
- 1.15%
$9.04K - $9.99K
28.6K $768K
May 10, 2022 Q1 2022
Sage Mountain Advisors LLC

SELL
 -
-340
Closed
$9.2K - $10.2K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-432
Closed
$11.7K - $12.9K
0 $0
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-555
- 41.98%
$15K - $16.6K
767 $20.6K
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-558
- 3.25%
$15.1K - $16.7K
16.6K $446K
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-650
Closed
$17.6K - $19.4K
0 $0
May 10, 2022 Q1 2022
Cordant, Inc.

Portland, OR
SELL
 -
-704
Closed
$19.1K - $21K
0 $0
Apr 22, 2022 Q1 2022
Montecito Bank & Trust

SELL
 -
-768
- 1.08%
$20.8K - $23K
70.6K $1.9M
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

SELL
 -
-795
Closed
$21.5K - $23.8K
0 $0
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-829
- 37.03%
$22.4K - $24.8K
1.41K $37.9K
May 16, 2022 Q1 2022
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-895
- 45.9%
$24.2K - $26.8K
1.06K $28.3K
Apr 26, 2022 Q1 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-949
- 38.37%
$25.7K - $28.4K
1.52K $40.9K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.11K
- 8.24%
$30K - $33.2K
12.4K $332K
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

SELL
 -
-1.12K
- 53.5%
$30.4K - $33.6K
977 $26.2K
Apr 11, 2022 Q1 2022
Gpm Growth Investors, Inc.

SELL
 -
-1.26K
- 0.83%
$34.1K - $37.6K
151K $4.06M

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