Purchases and Sales Made in Q1 2022 in Ishares Tr Fallen Angels Usd B (FALN)
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 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.34K- 11.69% |
$36.2K - $40K
|
10.1K
$271K
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-1.35K- 45.19% |
$36.7K - $40.5K
|
1.64K
$44.1K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.44K- 96.07% |
$39K - $43.1K
|
59
$1.58K
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.68K- 8.77% |
$45.5K - $50.3K
|
17.5K
$470K
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.81K- 10.45% |
$49K - $54.1K
|
15.5K
$417K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.85K- 8.35% |
$50.2K - $55.4K
|
20.4K
$547K
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.94K- 13.06% |
$52.5K - $58K
|
12.9K
$347K
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.98K- 4.44% |
$53.5K - $59.1K
|
42.5K
$1.14M
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.4K- 12.8% |
$64.9K - $71.7K
|
16.3K
$439K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.43K- 26.31% |
$65.7K - $72.6K
|
6.8K
$183K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.43K- 9.06% |
$65.9K - $72.8K
|
24.4K
$656K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.67K- 21.86% |
$72.3K - $79.9K
|
9.55K
$256K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.79K- 6.52% |
$75.4K - $83.3K
|
40K
$1.07M
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.83K- 31.18% |
$76.7K - $84.7K
|
6.25K
$168K
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3K- 14.67% |
$81.2K - $89.7K
|
17.4K
$469K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.07K- 34.87% |
$83.1K - $91.8K
|
5.73K
$154K
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.1K- 5.9% |
$83.9K - $92.7K
|
49.4K
$1.33M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.18K- 51.41% |
$86.1K - $95.1K
|
3.01K
$80.8K
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.23K- 12.48% |
$87.4K - $96.5K
|
22.6K
$608K
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.39K- 5.32% |
$91.7K - $101K
|
60.3K
$1.62M
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.19K- 30.06% |
$113K - $125K
|
9.74K
$262K
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
SELL
|
- |
-4.24K- 31.95% |
$115K - $127K
|
9.02K
$242K
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-4.24K- 11.83% |
$115K - $127K
|
31.6K
$848K
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.3K- 3.01% |
$116K - $128K
|
138K
$3.72M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.31K- 25.83% |
$117K - $129K
|
12.4K
$332K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.42K- 35.86% |
$120K - $132K
|
7.9K
$212K
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.45K- 23.53% |
$121K - $133K
|
14.5K
$389K
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.47K- 1.58% |
$121K - $134K
|
278K
$7.48M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.52K- 4.32% |
$122K - $135K
|
100K
$2.69M
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.91K- 22.35% |
$133K - $147K
|
17.1K
$458K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.92K- 32.02% |
$133K - $147K
|
10.5K
$281K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.02K- 8.63% |
$136K - $150K
|
53.1K
$1.43M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.11K- 46.42% |
$138K - $153K
|
5.9K
$158K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.13K- 37.96% |
$139K - $153K
|
8.38K
$225K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.15K- 11.54% |
$139K - $154K
|
39.4K
$1.06M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.2K- 7.96% |
$141K - $156K
|
60.2K
$1.62M
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.55K- 27.05% |
$150K - $166K
|
15K
$402K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.08K- 38.38% |
$165K - $182K
|
9.76K
$262K
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-6.75KClosed |
$183K - $202K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-6.87KClosed |
$186K - $205K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6.88K- 0.8% |
$186K - $206K
|
854K
$22.9M
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-6.98K- 4.37% |
$189K - $209K
|
153K
$4.1M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.24K- 18.21% |
$196K - $217K
|
32.5K
$873K
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-7.37K- 18.69% |
$200K - $220K
|
32.1K
$862K
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-7.48KClosed |
$202K - $224K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-7.51KClosed |
$203K - $225K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.69KClosed |
$208K - $230K
|
0
$0
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7.79K- 22.88% |
$211K - $233K
|
26.3K
$706K
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.39K- 47.09% |
$227K - $251K
|
9.43K
$253K
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-8.4K- 28.43% |
$227K - $251K
|
21.1K
$568K
|