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 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.8K- 40.58% |
$657K - $690K
|
39.2K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-27.6K- 27.29% |
$677K - $711K
|
73.6K
$1.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-32.4K- 8.73% |
$796K - $836K
|
339K
$9.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-33.9K- 40.24% |
$831K - $873K
|
50.3K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.6K- 6.05% |
$872K - $916K
|
552K
$14.9M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.6K- 22.28% |
$922K - $968K
|
131K
$3.54M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-40.3K- 17.06% |
$988K - $1.04M
|
196K
$5.29M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-42.8K- 61.19% |
$1.05M - $1.1M
|
27.2K
$733K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.5K- 19.41% |
$1.07M - $1.12M
|
181K
$4.88M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-49.6K- 56.62% |
$1.22M - $1.28M
|
38K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-49.9K- 58.5% |
$1.22M - $1.28M
|
35.4K
$956K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51.5K- 19.06% |
$1.26M - $1.33M
|
219K
$5.91M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-61.9K- 76.98% |
$1.52M - $1.6M
|
18.5K
$500K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-81.9K- 88.18% |
$2.01M - $2.11M
|
11K
$296K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-86.9K- 63.26% |
$2.13M - $2.24M
|
50.5K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-87.3K- 51.9% |
$2.14M - $2.25M
|
80.9K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-90.6K- 71.61% |
$2.22M - $2.33M
|
35.9K
$970K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-106K- 5.89% |
$2.59M - $2.72M
|
1.68M
$45.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-110K- 31.37% |
$2.69M - $2.82M
|
240K
$6.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-112K- 61.42% |
$2.75M - $2.89M
|
70.5K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-118K- 69.03% |
$2.89M - $3.04M
|
52.9K
$1.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-194K- 92.16% |
$4.76M - $5M
|
16.5K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-210K- 49.74% |
$5.16M - $5.42M
|
213K
$5.74M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-305K- 71.6% |
$7.47M - $7.85M
|
121K
$3.26M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-326K- 94.69% |
$7.99M - $8.39M
|
18.3K
$494K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-543K- 27.91% |
$13.3M - $14M
|
1.4M
$37.9M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.11M- 83.74% |
$27.3M - $28.7M
|
216K
$5.84M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.32M- 90.61% |
$32.3M - $33.9M
|
137K
$3.69M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.48M- 15.19% |
$36.4M - $38.3M
|
8.29M
$224M
|