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 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-8.55K- 13.49% |
$231K - $255K
|
54.8K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.56K- 30.98% |
$232K - $256K
|
19.1K
$512K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.07K- 17.99% |
$245K - $271K
|
41.3K
$1.11M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-9.22K- 30.01% |
$250K - $276K
|
21.5K
$578K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-9.69K- 17.32% |
$262K - $290K
|
46.2K
$1.24M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-9.69K- 26.28% |
$262K - $290K
|
27.2K
$730K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.69K- 25.15% |
$262K - $290K
|
28.8K
$775K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.76K- 12.85% |
$264K - $292K
|
66.2K
$1.78M
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9.82K- 21.71% |
$266K - $294K
|
35.4K
$951K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.3KClosed |
$279K - $308K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-10.3K- 48.53% |
$279K - $308K
|
10.9K
$294K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-10.4KClosed |
$280K - $310K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-10.6KClosed |
$287K - $317K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-10.7K- 22.41% |
$290K - $321K
|
37.1K
$998K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.8KClosed |
$294K - $324K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-11K- 52.95% |
$299K - $330K
|
9.8K
$263K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.5KClosed |
$310K - $342K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.9K- 29.4% |
$323K - $357K
|
28.6K
$769K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12.2KClosed |
$329K - $364K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.6K- 39.26% |
$340K - $375K
|
19.4K
$522K
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-13KClosed |
$352K - $389K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-13.5KClosed |
$365K - $403K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.2K- 19.19% |
$385K - $425K
|
59.9K
$1.61M
|
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-14.4KClosed |
$389K - $429K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-14.8K- 15.68% |
$401K - $443K
|
79.6K
$2.14M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.9K- 89.75% |
$403K - $445K
|
1.7K
$45.7K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.1KClosed |
$410K - $453K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-15.2K- 24.25% |
$413K - $456K
|
47.6K
$1.28M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.8K- 5.14% |
$427K - $471K
|
291K
$7.81M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15.9KClosed |
$431K - $476K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-16.5KClosed |
$447K - $493K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-16.7K- 36.04% |
$453K - $500K
|
29.7K
$797K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-17K- 28.3% |
$459K - $507K
|
43K
$1.15M
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-18.3K- 31.94% |
$496K - $548K
|
39K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.9K- 24.98% |
$510K - $564K
|
56.6K
$1.52M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-18.9KClosed |
$512K - $565K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-19.1K- 36.37% |
$518K - $572K
|
33.5K
$900K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.8K- 30.31% |
$536K - $592K
|
45.5K
$1.22M
|
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-20.6K- 16.03% |
$558K - $617K
|
108K
$2.9M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21.6K- 28.16% |
$584K - $645K
|
55K
$1.48M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-21.8K- 44.1% |
$589K - $651K
|
27.6K
$741K
|
|
|
May 09, 2022
Q1 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-22.3K- 16.15% |
$605K - $668K
|
116K
$3.12M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.7K- 43.36% |
$616K - $680K
|
29.7K
$798K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.8K- 27.87% |
$616K - $681K
|
58.9K
$1.58M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22.9K- 64.64% |
$620K - $685K
|
12.5K
$336K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-24.7K- 13.75% |
$668K - $738K
|
155K
$4.16M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-26.4K- 24.76% |
$714K - $788K
|
80.1K
$2.15M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-27.1K- 35.87% |
$733K - $809K
|
48.4K
$1.3M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-27.1K- 35.87% |
$733K - $809K
|
48.4K
$1.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-27.2K- 17.09% |
$737K - $814K
|
132K
$3.55M
|