Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
11.1KNew |
$272K - $285K
|
11.1K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11KNew |
$269K - $282K
|
11K
$296K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6K+ 9.04% |
$261K - $274K
|
128K
$3.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$255K - $268K
|
10.4K
$281K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.77KNew |
$240K - $252K
|
9.77K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.71K+ 16.89% |
$238K - $250K
|
67.2K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
9.12KNew |
$224K - $235K
|
9.12K
$246K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8.99K+ 854.37% |
$220K - $232K
|
10K
$271K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.67K+ 62.55% |
$213K - $223K
|
22.5K
$609K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
8.57KNew |
$210K - $221K
|
8.57K
$231K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.45KNew |
$207K - $218K
|
8.45K
$228K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
8.17KNew |
$200K - $211K
|
8.17K
$221K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.9K+ 189.66% |
$194K - $204K
|
12.1K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.38K+ 0.88% |
$181K - $190K
|
847K
$22.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.69K+ 40.35% |
$164K - $172K
|
23.3K
$629K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.63K+ 1.41% |
$163K - $171K
|
478K
$12.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.58K+ 13.29% |
$161K - $170K
|
56.1K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
6.33KNew |
$155K - $163K
|
6.33K
$171K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.96KNew |
$146K - $154K
|
5.96K
$161K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.52KNew |
$135K - $142K
|
5.52K
$149K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
5.43K+ 19.72% |
$133K - $140K
|
33K
$890K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5.37K+ 19.09% |
$132K - $138K
|
33.5K
$905K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.16K+ 46.26% |
$127K - $133K
|
16.3K
$441K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.97K+ 28.32% |
$122K - $128K
|
22.5K
$608K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.95K+ 14.47% |
$121K - $127K
|
39.1K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.77K+ 38.1% |
$117K - $123K
|
17.3K
$466K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
4.46KNew |
$109K - $115K
|
4.46K
$120K
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
4.18K+ 17.49% |
$102K - $108K
|
28K
$758K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.1K+ 2.54% |
$101K - $106K
|
166K
$4.47M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3.79K+ 22.76% |
$93K - $97.6K
|
20.4K
$552K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.46K+ 19.04% |
$84.8K - $89K
|
21.6K
$584K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.37K+ 16.73% |
$82.6K - $86.8K
|
23.5K
$635K
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.3K+ 4.68% |
$80.9K - $85K
|
73.8K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.11K+ 9.68% |
$76.4K - $80.2K
|
35.3K
$953K
|
|
|
May 12, 2023
Q1 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
2.67K+ 0.27% |
$65.6K - $68.9K
|
1M
$27.1M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.53K+ 9.41% |
$62K - $65.1K
|
29.4K
$794K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.49K+ 25.99% |
$61.1K - $64.1K
|
12.1K
$326K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.44K+ 8.67% |
$59.8K - $62.8K
|
30.6K
$825K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.05K+ 23.0% |
$50.4K - $52.9K
|
11K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.95K+ 11.56% |
$47.8K - $50.2K
|
18.8K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.67K+ 7.22% |
$41K - $43.1K
|
24.8K
$671K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.55K+ 6.13% |
$38.1K - $40K
|
26.9K
$725K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.39KNew |
$34.1K - $35.8K
|
1.39K
$37.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.22K+ 2.41% |
$29.8K - $31.3K
|
51.8K
$1.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
1.17K+ 3.18% |
$28.8K - $30.2K
|
38.1K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.14K+ 5.2% |
$27.8K - $29.2K
|
23K
$620K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.12K+ 3.6% |
$27.5K - $28.9K
|
32.4K
$874K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.09KNew |
$26.8K - $28.1K
|
1.09K
$29.5K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.09K+ 2.23% |
$26.7K - $28K
|
49.8K
$1.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
997+ 3.95% |
$24.5K - $25.7K
|
26.2K
$709K
|